+152.0%
GE vs JBHT
+182.5%
-30.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.6% |
| 7D | +2.7% | +7.0% | -4.4% | 0.0% |
| 30D | +8.1% | +0.5% | +7.6% | +7.8% |
| 3M | -7.9% | -17.4% | +9.5% | -1.7% |
| 6M | +12.9% | -1.7% | +14.6% | +11.1% |
| YTD | +8.2% | +20.7% | -12.6% | -2.8% |
| 1Y | +9.7% | +41.1% | -31.4% | -8.0% |
| 3Y | +266.1% | +38.0% | +228.1% | +194.9% |
| 5Y | +407.4% | +22.5% | +384.9% | +319.2% |
| All | +152.0% | +182.5% | -30.5% | +27.5% |
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