+153.8%
ELAN vs JBHT
+38.8%
+115.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +0.3% |
| 7D | +4.0% | +7.0% | -3.0% | +1.7% |
| 30D | +18.8% | +0.5% | +18.3% | +18.5% |
| 3M | +19.0% | -17.4% | +36.3% | +25.9% |
| 6M | +22.8% | -1.7% | +24.6% | +21.5% |
| YTD | +18.3% | +20.7% | -2.4% | +8.4% |
| 1Y | +21.8% | +41.1% | -19.3% | +5.4% |
| 3Y | +153.8% | +38.0% | +115.8% | +110.9% |
| All | +153.8% | +38.8% | +115.0% | +110.9% |
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