+32.0%
EMR vs JBHT
+39.4%
-7.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.2% | -0.8% |
| 7D | +2.8% | +7.0% | -4.2% | +0.2% |
| 30D | +3.7% | +0.5% | +3.2% | +3.3% |
| 3M | +2.0% | -17.4% | +19.4% | +9.1% |
| 6M | +22.1% | -1.7% | +23.8% | +16.0% |
| YTD | +27.2% | +20.7% | +6.5% | +6.5% |
| 1Y | +32.0% | +41.1% | -9.1% | +4.5% |
| All | +32.0% | +39.4% | -7.4% | +4.5% |
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