+47.7%
EQX vs JBHT
+17.1%
+30.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.3% |
| 7D | +18.8% | -1.6% | +20.4% | +19.1% |
| 30D | +5.2% | -2.3% | +7.5% | +5.7% |
| 3M | +7.5% | -18.5% | +25.9% | +11.3% |
| 6M | -19.6% | -11.3% | -8.3% | -18.5% |
| YTD | -17.6% | +12.6% | -30.2% | -20.3% |
| 1Y | +1.4% | +29.8% | -28.4% | -4.3% |
| 3Y | +139.0% | +28.1% | +110.9% | +121.3% |
| All | +47.7% | +17.1% | +30.7% | +34.4% |
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