+2.3%
GEHC vs JBHT
+47.5%
-45.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -2.2% |
| 7D | -4.0% | +4.9% | -8.9% | -5.7% |
| 30D | -2.0% | +0.6% | -2.5% | -2.4% |
| 3M | +8.0% | -3.2% | +11.2% | +8.7% |
| 6M | -12.8% | +17.0% | -29.7% | -18.3% |
| YTD | -15.9% | +41.7% | -57.6% | -26.5% |
| 1Y | -6.9% | +90.0% | -96.9% | -27.3% |
| All | +2.3% | +47.5% | -45.2% | -17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling