+45.9%
EQIX vs JBHT
+22.5%
+23.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.0% | -2.2% |
| 7D | +4.1% | +7.0% | -3.0% | +2.6% |
| 30D | +5.8% | +0.5% | +5.3% | +5.7% |
| 3M | -1.4% | -17.4% | +16.0% | +2.1% |
| 6M | -1.2% | -1.7% | +0.5% | -2.0% |
| YTD | +39.6% | +20.7% | +18.9% | +31.0% |
| 1Y | +36.8% | +41.1% | -4.2% | +23.3% |
| 3Y | +47.3% | +38.0% | +9.3% | +29.5% |
| All | +45.9% | +22.5% | +23.4% | +26.9% |
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