-6.5%
DHR vs JBHT
+51.6%
-58.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.4% |
| 7D | -3.9% | +4.9% | -8.8% | -5.2% |
| 30D | +4.0% | +0.6% | +3.4% | +3.7% |
| 3M | +11.5% | -3.2% | +14.7% | +12.0% |
| 6M | +1.9% | +17.0% | -15.1% | -3.8% |
| YTD | -8.9% | +41.7% | -50.6% | -19.2% |
| 1Y | +5.1% | +90.0% | -84.9% | -15.7% |
| All | -6.5% | +51.6% | -58.1% | -24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling