+2,982.6%
EQT vs JBHT
+11,494.7%
-8,512.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.8% |
| 7D | -2.0% | -1.2% | -0.8% | -1.8% |
| 30D | 0.0% | -2.0% | +2.0% | +0.3% |
| 3M | +5.9% | -6.3% | +12.2% | +6.9% |
| 6M | -14.8% | +29.0% | -43.8% | -19.1% |
| YTD | +1.8% | +39.9% | -38.2% | -5.1% |
| 1Y | +7.4% | +92.8% | -85.4% | -6.3% |
| 3Y | +33.6% | +51.2% | -17.5% | +20.2% |
| 5Y | +199.3% | +63.0% | +136.4% | +164.1% |
| 10Y | +50.0% | +280.7% | -230.7% | +13.6% |
| All | +2,982.6% | +11,494.7% | -8,512.1% | +1,603.7% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling