+32.0%
EQT vs JBHT
+31.6%
+0.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.8% |
| 7D | -8.7% | +0.2% | -8.9% | -8.7% |
| 30D | -5.2% | -2.2% | -3.1% | -5.1% |
| 3M | -3.1% | -16.5% | +13.3% | -1.8% |
| 6M | -10.3% | -8.4% | -1.8% | -9.9% |
| YTD | -5.8% | +16.1% | -21.8% | -7.6% |
| 1Y | -12.9% | +31.9% | -44.8% | -15.8% |
| 3Y | +32.0% | +34.1% | -2.1% | +22.0% |
| All | +32.0% | +31.6% | +0.4% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling