+10.2%
FLEX vs JBHT
+29.5%
-19.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.2% | +4.9% |
| 7D | -19.3% | -1.6% | -17.7% | -18.6% |
| 30D | -41.5% | -2.3% | -39.2% | -41.0% |
| 3M | -43.1% | -18.5% | -24.7% | -38.2% |
| 6M | -48.2% | -11.3% | -36.9% | -46.1% |
| YTD | +15.5% | +12.6% | +2.9% | +4.3% |
| 1Y | +10.2% | +29.8% | -19.5% | -3.7% |
| All | +10.2% | +29.5% | -19.3% | -3.7% |
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