+154.4%
GEN vs JBHT
+192.4%
-37.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -2.0% | -2.5% |
| 7D | +2.3% | -1.6% | +3.9% | +2.7% |
| 30D | +33.1% | -2.3% | +35.3% | +33.7% |
| 3M | +6.5% | -18.5% | +24.9% | +11.2% |
| 6M | +53.8% | -11.3% | +65.1% | +57.0% |
| YTD | +11.2% | +12.6% | -1.3% | +6.7% |
| 1Y | +19.4% | +29.8% | -10.4% | +10.6% |
| 3Y | +81.0% | +28.1% | +53.0% | +64.1% |
| 5Y | +33.4% | +17.7% | +15.8% | +20.7% |
| All | +154.4% | +192.4% | -37.9% | +71.7% |
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