+38.2%
GEHC vs JBHT
+21.9%
+16.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -1.0% | -1.4% |
| 7D | +7.6% | -1.6% | +9.2% | +8.2% |
| 30D | +27.5% | -2.3% | +29.7% | +28.2% |
| 3M | +17.2% | -18.5% | +35.7% | +24.2% |
| 6M | +33.6% | -11.3% | +44.9% | +36.8% |
| YTD | +0.6% | +12.6% | -11.9% | -5.4% |
| 1Y | +11.3% | +29.8% | -18.5% | -0.4% |
| 3Y | +16.5% | +28.1% | -11.6% | +0.6% |
| All | +38.2% | +21.9% | +16.2% | +21.5% |
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 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