+90.3%
FOXA vs JBHT
+181.3%
-91.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -0.6% | +7.1% | -7.8% | -2.9% |
| 30D | +2.3% | +2.3% | 0.0% | +1.3% |
| 3M | -2.8% | -4.5% | +1.6% | -1.8% |
| 6M | +9.6% | +29.2% | -19.6% | -0.5% |
| YTD | -9.9% | +42.2% | -52.1% | -21.1% |
| 1Y | +5.4% | +93.7% | -88.4% | -18.4% |
| 3Y | +115.3% | +53.2% | +62.1% | +76.5% |
| 5Y | +93.1% | +62.4% | +30.6% | +48.1% |
| All | +90.3% | +181.3% | -91.0% | +1.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling