+16.2%
ENTG vs JBHT
+58.3%
-42.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.3% | +4.2% |
| 7D | +2.8% | +4.9% | -2.0% | -0.5% |
| 30D | -4.7% | +0.6% | -5.3% | -4.7% |
| 3M | -0.7% | -3.2% | +2.5% | +1.4% |
| 6M | +7.7% | +17.0% | -9.2% | -4.3% |
| YTD | +65.1% | +41.7% | +23.4% | +27.5% |
| 1Y | +74.8% | +90.0% | -15.2% | +6.5% |
| 3Y | +36.9% | +47.0% | -10.1% | -1.9% |
| All | +16.2% | +58.3% | -42.0% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling