+44.0%
DLTR vs JBHT
+34.8%
+9.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.1% | +8.6% | +9.4% |
| 7D | +15.6% | +1.7% | +13.9% | +15.2% |
| 30D | +29.9% | -1.2% | +31.0% | +30.1% |
| 3M | +12.5% | -17.1% | +29.6% | +16.7% |
| 6M | +56.3% | -4.4% | +60.7% | +53.1% |
| YTD | +19.5% | +17.5% | +2.0% | +5.2% |
| 1Y | +44.0% | +32.6% | +11.4% | +19.2% |
| All | +44.0% | +34.8% | +9.2% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling