+90.9%
EAT vs JBHT
+32.1%
+58.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.6% | -2.2% |
| 7D | -3.9% | +0.4% | -4.4% | -4.0% |
| 30D | +5.0% | -2.0% | +6.9% | +5.3% |
| 3M | -9.6% | -16.3% | +6.7% | -6.6% |
| 6M | +46.8% | -8.2% | +55.0% | +44.8% |
| YTD | +41.8% | +16.3% | +25.5% | +29.4% |
| All | +90.9% | +32.1% | +58.8% | +71.2% |
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