+67.0%
DRI vs JBHT
+27.4%
+39.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.9% |
| 7D | +2.8% | -1.6% | +4.4% | +3.1% |
| 30D | +13.3% | -2.3% | +15.5% | +13.7% |
| 3M | +8.2% | -18.5% | +26.6% | +12.1% |
| 6M | +17.5% | -11.3% | +28.8% | +19.1% |
| YTD | +26.9% | +12.6% | +14.3% | +21.4% |
| 1Y | +31.6% | +29.8% | +1.8% | +21.9% |
| 3Y | +67.0% | +28.1% | +38.9% | +45.1% |
| All | +67.0% | +27.4% | +39.6% | +45.1% |
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