+52.3%
EQIX vs JBHT
+22.9%
+29.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | +1.3% | +0.5% | +0.9% | +1.3% |
| 30D | +3.4% | -0.1% | +3.5% | +3.4% |
| 3M | +3.9% | -14.0% | +18.0% | +6.7% |
| 6M | -0.7% | -5.1% | +4.4% | -0.7% |
| YTD | +41.5% | +18.0% | +23.5% | +33.5% |
| 1Y | +32.9% | +36.5% | -3.7% | +20.6% |
| 3Y | +48.3% | +34.8% | +13.6% | +31.1% |
| 5Y | +52.3% | +21.4% | +30.9% | +33.0% |
| All | +52.3% | +22.9% | +29.4% | +33.0% |
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