-12.9%
EQT vs JBHT
+36.1%
-49.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +3.4% | +4.2% | -0.7% | +3.3% |
| 30D | -3.5% | -0.4% | -3.1% | -3.6% |
| 3M | -2.8% | -17.3% | +14.5% | -2.4% |
| 6M | -5.5% | -3.5% | -2.0% | -4.9% |
| YTD | -1.1% | +18.0% | -19.2% | +0.6% |
| 1Y | -12.9% | +35.5% | -48.4% | -11.3% |
| All | -12.9% | +36.1% | -49.0% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling