+53.1%
DOW vs JBHT
+36.3%
+16.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.8% | +3.3% |
| 7D | -0.5% | +0.5% | -1.0% | -0.5% |
| 30D | +15.7% | -0.1% | +15.8% | +15.7% |
| 3M | +5.3% | -14.0% | +19.3% | +6.4% |
| 6M | -14.2% | -5.1% | -9.1% | -16.0% |
| YTD | +43.9% | +18.0% | +25.9% | +18.2% |
| 1Y | +53.1% | +36.5% | +16.5% | +10.8% |
| All | +53.1% | +36.3% | +16.7% | +10.8% |
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 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