+2,354.3%
ENPH vs JBHT
+192.4%
+2,162.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.1% | -1.4% |
| 7D | +11.0% | -1.6% | +12.6% | +12.2% |
| 30D | -15.0% | -2.3% | -12.7% | -13.7% |
| 3M | -28.2% | -18.5% | -9.8% | -20.5% |
| 6M | -20.5% | -11.3% | -9.2% | -16.1% |
| YTD | -11.2% | +12.6% | -23.7% | -17.1% |
| 1Y | -8.7% | +29.8% | -38.4% | -20.7% |
| 3Y | -63.6% | +28.1% | -91.7% | -69.3% |
| 5Y | -88.0% | +17.7% | -105.7% | -89.6% |
| All | +2,354.3% | +192.4% | +2,162.0% | +1,132.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling