+65.2%
ETSY vs JBHT
+34.8%
+30.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.1% | +6.0% | +6.9% |
| 7D | +4.2% | +1.7% | +2.5% | +3.9% |
| 30D | +35.8% | -1.2% | +36.9% | +36.0% |
| 3M | +11.4% | -17.1% | +28.5% | +14.0% |
| 6M | +50.3% | -4.4% | +54.7% | +44.3% |
| YTD | +73.6% | +17.5% | +56.1% | +42.7% |
| 1Y | +65.2% | +32.6% | +32.6% | +22.6% |
| All | +65.2% | +34.8% | +30.3% | +22.6% |
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