+324.3%
DOCN vs JBHT
+47.5%
+276.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +1.3% |
| 7D | +1.1% | +4.9% | -3.7% | -1.4% |
| 30D | -9.6% | +0.6% | -10.2% | -9.7% |
| 3M | -37.7% | -3.2% | -34.5% | -36.9% |
| 6M | +115.2% | +17.0% | +98.3% | +95.2% |
| YTD | +133.7% | +41.7% | +92.1% | +89.1% |
| 1Y | +250.2% | +90.0% | +160.2% | +133.5% |
| All | +324.3% | +47.5% | +276.7% | +218.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling