+151.2%
GE vs JBHT
+176.2%
-24.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +5.1% | +4.2% | +1.0% | +3.5% |
| 30D | +7.6% | -0.4% | +7.9% | +7.7% |
| 3M | -9.3% | -17.3% | +8.0% | -3.3% |
| 6M | +11.5% | -3.5% | +15.0% | +10.5% |
| YTD | +7.9% | +18.0% | -10.2% | -2.3% |
| 1Y | +7.6% | +35.5% | -27.9% | -8.2% |
| 3Y | +265.9% | +34.8% | +231.1% | +197.5% |
| 5Y | +405.9% | +19.7% | +386.2% | +321.7% |
| All | +151.2% | +176.2% | -24.9% | +28.3% |
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