-2.9%
ELV vs JBHT
+31.9%
-34.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.1% | -4.8% | -2.1% |
| 7D | +1.1% | +0.4% | +0.7% | +1.1% |
| 30D | +1.3% | -2.0% | +3.3% | +1.5% |
| 3M | +6.6% | -16.3% | +22.9% | +8.5% |
| 6M | +11.6% | -8.2% | +19.8% | +12.0% |
| YTD | +21.1% | +16.3% | +4.8% | +17.4% |
| 1Y | +34.2% | +32.2% | +2.0% | +28.0% |
| 3Y | -2.9% | +34.4% | -37.3% | -6.9% |
| All | -2.9% | +31.9% | -34.8% | -6.9% |
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