+153.1%
GE vs JBHT
+272.5%
-119.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | 0.0% |
| 7D | -1.6% | +4.9% | -6.5% | -3.5% |
| 30D | -11.6% | +0.6% | -12.1% | -12.0% |
| 3M | +3.0% | -3.2% | +6.2% | +3.4% |
| 6M | -0.5% | +17.0% | -17.5% | -8.1% |
| YTD | +9.7% | +41.7% | -31.9% | -6.6% |
| 1Y | +20.0% | +90.0% | -69.9% | -11.5% |
| 3Y | +275.8% | +47.0% | +228.9% | +200.1% |
| 5Y | +429.1% | +58.3% | +370.8% | +290.3% |
| All | +153.1% | +272.5% | -119.4% | +11.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling