+38.0%
ELV vs JBHT
+29.5%
+8.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.4% |
| 7D | +1.3% | -1.6% | +2.9% | +1.5% |
| 30D | +5.3% | -2.3% | +7.6% | +5.5% |
| 3M | +9.2% | -18.5% | +27.7% | +11.3% |
| 6M | +14.5% | -11.3% | +25.8% | +14.9% |
| YTD | +23.2% | +12.6% | +10.6% | +12.7% |
| 1Y | +38.0% | +29.8% | +8.3% | +21.3% |
| All | +38.0% | +29.5% | +8.5% | +21.3% |
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