+18.4%
GEHC vs JBHT
+28.2%
-9.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.6% | +1.2% | -1.2% |
| 7D | +9.6% | -1.4% | +11.0% | +10.1% |
| 30D | +29.4% | -3.1% | +32.4% | +30.4% |
| 3M | +19.3% | -19.5% | +38.8% | +27.2% |
| 6M | +37.4% | -9.6% | +46.9% | +39.6% |
| YTD | +2.3% | +13.3% | -11.0% | -4.4% |
| 1Y | +11.0% | +29.7% | -18.7% | -1.2% |
| All | +18.4% | +28.2% | -9.8% | -4.9% |
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 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