+18.9%
ETR vs JBHT
+36.1%
-17.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.5% | +4.2% | -2.7% | +1.3% |
| 30D | +6.6% | -0.4% | +7.0% | +6.6% |
| 3M | +4.4% | -17.3% | +21.8% | +5.0% |
| 6M | -0.3% | -3.5% | +3.2% | -0.2% |
| YTD | +23.3% | +18.0% | +5.3% | +24.0% |
| 1Y | +18.9% | +35.5% | -16.7% | +21.7% |
| All | +18.9% | +36.1% | -17.2% | +21.7% |
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 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