+45.8%
EQIX vs JBHT
+34.7%
+11.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | +3.5% | +0.9% | +2.6% | +3.4% |
| 30D | +2.3% | -1.1% | +3.4% | +2.4% |
| 3M | +1.1% | -14.8% | +15.9% | +2.7% |
| 6M | -1.1% | -7.4% | +6.3% | -0.9% |
| YTD | +39.1% | +17.3% | +21.8% | +34.1% |
| 1Y | +29.5% | +35.3% | -5.8% | +21.9% |
| 3Y | +45.8% | +33.9% | +11.9% | +33.1% |
| All | +45.8% | +34.7% | +11.1% | +33.1% |
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