-61.1%
FISV vs JBHT
+89.9%
-151.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.2% |
| 7D | -0.3% | +4.9% | -5.2% | -0.8% |
| 30D | -2.1% | +0.6% | -2.6% | -2.1% |
| 3M | -5.7% | -3.2% | -2.5% | -5.5% |
| 6M | -15.3% | +17.0% | -32.3% | -16.8% |
| YTD | -21.1% | +41.7% | -62.8% | -22.4% |
| 1Y | -61.1% | +90.0% | -151.1% | -60.6% |
| All | -61.1% | +89.9% | -151.0% | -60.6% |
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