+51.6%
EQT vs JBHT
+266.9%
-215.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.7% | -0.1% |
| 7D | -2.0% | +2.9% | -4.9% | -2.9% |
| 30D | +1.0% | +0.6% | +0.4% | +0.5% |
| 3M | +4.0% | -6.6% | +10.6% | +5.6% |
| 6M | -11.7% | +23.6% | -35.3% | -18.7% |
| YTD | +2.8% | +38.6% | -35.7% | -9.3% |
| 1Y | +10.0% | +91.5% | -81.5% | -14.8% |
| 3Y | +34.1% | +49.3% | -15.2% | +10.6% |
| 5Y | +195.3% | +62.3% | +133.0% | +127.7% |
| 10Y | +51.6% | +276.9% | -225.4% | -28.5% |
| All | +51.6% | +266.9% | -215.3% | -28.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling