+33.0%
DLTR vs JBHT
+36.1%
-3.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.4% | +4.2% | -1.8% | +1.4% |
| 30D | +21.5% | -0.4% | +21.9% | +21.6% |
| 3M | +9.8% | -17.3% | +27.2% | +14.1% |
| 6M | +58.6% | -3.5% | +62.1% | +54.8% |
| YTD | +14.8% | +18.0% | -3.2% | +0.5% |
| 1Y | +33.0% | +35.5% | -2.5% | +8.0% |
| All | +33.0% | +36.1% | -3.0% | +8.0% |
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 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