+414.3%
DHI vs JBHT
+266.9%
+147.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.9% | +1.5% |
| 7D | -2.3% | +2.9% | -5.3% | -3.7% |
| 30D | -5.3% | +0.6% | -5.9% | -5.9% |
| 3M | -7.8% | -6.6% | -1.2% | -5.4% |
| 6M | -5.4% | +23.6% | -29.0% | -15.7% |
| YTD | -2.7% | +38.6% | -41.2% | -18.2% |
| 1Y | -21.0% | +91.5% | -112.4% | -44.4% |
| 3Y | +22.2% | +49.3% | -27.1% | -5.0% |
| 5Y | +62.2% | +62.3% | -0.1% | +17.4% |
| 10Y | +414.3% | +276.9% | +137.3% | +155.1% |
| All | +414.3% | +266.9% | +147.4% | +155.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded JBHT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling