+376.2%
GE vs JBHT
+15.0%
+361.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.6% | -0.9% | -3.6% |
| 7D | +0.5% | -1.4% | +1.9% | +0.9% |
| 30D | +1.7% | -3.1% | +4.8% | +2.5% |
| 3M | -17.3% | -19.5% | +2.2% | -13.1% |
| 6M | +10.1% | -9.6% | +19.7% | +11.2% |
| YTD | +2.6% | +13.3% | -10.7% | -3.2% |
| 1Y | +3.7% | +29.7% | -26.0% | -6.1% |
| 3Y | +268.3% | +28.3% | +240.0% | +224.6% |
| 5Y | +376.2% | +18.5% | +357.7% | +304.8% |
| All | +376.2% | +15.0% | +361.2% | +304.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling