+33.9%
DLTR vs JBHT
+39.4%
-5.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.5% | -2.8% |
| 7D | +5.3% | +7.0% | -1.7% | +3.6% |
| 30D | +13.4% | +0.5% | +12.9% | +13.1% |
| 3M | +6.6% | -17.4% | +24.0% | +10.9% |
| 6M | +59.1% | -1.7% | +60.8% | +54.7% |
| YTD | +12.3% | +20.7% | -8.5% | -1.6% |
| 1Y | +33.9% | +41.1% | -7.2% | +9.3% |
| All | +33.9% | +39.4% | -5.5% | +9.3% |
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