+11,144.7%
DLTR vs JBHT
+7,291.9%
+3,852.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.4% |
| 7D | +2.5% | +4.9% | -2.4% | +1.1% |
| 30D | +2.1% | +0.6% | +1.5% | +1.6% |
| 3M | +20.3% | -3.2% | +23.5% | +20.7% |
| 6M | +11.5% | +17.0% | -5.4% | +6.3% |
| YTD | +6.8% | +41.7% | -34.8% | -3.2% |
| 1Y | +31.1% | +90.0% | -58.9% | +9.0% |
| 3Y | +10.7% | +47.0% | -36.3% | -3.2% |
| 5Y | +41.6% | +58.3% | -16.7% | +19.9% |
| 10Y | +58.1% | +273.9% | -215.8% | +5.5% |
| All | +11,144.7% | +7,291.9% | +3,852.8% | +3,156.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling