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  • EIX vs JBHT✓SelectedUSD · JBHTEIX vs JBHT performance historyLatest closeAs of+0.83%09/04
Stock and ETF performance explorer

EIX vs JBHT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,058.2%
JBHT return
+11,637.0%
Excess return
-10,578.8%
Maximum drawdown
-72.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioJBHTExcessAlpha
1D+0.8%+2.8%-2.0%+0.4%
7D-19.1%+4.9%-24.0%-19.7%
30D-16.9%+0.6%-17.5%-17.2%
3M-20.0%-3.2%-16.8%-19.9%
6M-21.3%+17.0%-38.3%-23.5%
YTD-1.7%+41.7%-43.4%-7.1%
1Y+9.6%+90.0%-80.4%-1.3%
3Y-3.7%+47.0%-50.7%-10.9%
5Y+22.6%+58.3%-35.7%+11.3%
10Y+17.7%+273.9%-256.2%-5.6%
All+1,058.2%+11,637.0%-10,578.8%+582.6%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling