+287.9%
DOV vs JBHT
+272.5%
+15.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | -0.4% |
| 7D | -2.7% | +4.9% | -7.5% | -5.0% |
| 30D | -8.1% | +0.6% | -8.7% | -8.7% |
| 3M | -9.4% | -3.2% | -6.2% | -8.6% |
| 6M | -12.6% | +17.0% | -29.6% | -20.3% |
| YTD | -0.5% | +41.7% | -42.1% | -17.8% |
| 1Y | +9.2% | +90.0% | -80.7% | -23.8% |
| 3Y | +34.1% | +47.0% | -12.9% | +4.0% |
| 5Y | +17.3% | +58.3% | -41.1% | -16.0% |
| All | +287.9% | +272.5% | +15.4% | +57.7% |
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