+201.0%
ET vs JBHT
+17.1%
+183.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.0% | +0.5% |
| 7D | -7.9% | -1.6% | -6.3% | -7.6% |
| 30D | -5.9% | -2.3% | -3.6% | -5.7% |
| 3M | -5.2% | -18.5% | +13.2% | -2.4% |
| 6M | +0.3% | -11.3% | +11.5% | +1.3% |
| YTD | +23.1% | +12.6% | +10.5% | +18.3% |
| 1Y | +22.7% | +29.8% | -7.0% | +14.3% |
| 3Y | +75.4% | +28.1% | +47.3% | +59.3% |
| All | +201.0% | +17.1% | +183.9% | +161.5% |
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 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