+80.5%
DLTR vs JBHT
+191.4%
-110.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.1% | +1.5% | +3.6% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | +15.7% | -2.2% | +17.8% | +16.5% |
| 3M | +4.8% | -16.5% | +21.3% | +10.2% |
| 6M | +45.6% | -8.4% | +54.1% | +47.9% |
| YTD | +11.6% | +16.1% | -4.5% | +4.0% |
| 1Y | +29.8% | +31.9% | -2.2% | +15.9% |
| 3Y | +20.8% | +34.1% | -13.3% | +3.4% |
| 5Y | +23.5% | +20.1% | +3.4% | +7.5% |
| 10Y | +80.5% | +184.7% | -104.2% | +26.9% |
| All | +80.5% | +191.4% | -110.9% | +26.9% |
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