+81.0%
GEN vs JBHT
+27.4%
+53.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -2.0% | -2.5% |
| 7D | +2.3% | -1.6% | +3.9% | +2.6% |
| 30D | +33.1% | -2.3% | +35.3% | +33.6% |
| 3M | +6.5% | -18.5% | +24.9% | +10.3% |
| 6M | +53.8% | -11.3% | +65.1% | +56.4% |
| YTD | +11.2% | +12.6% | -1.3% | +7.5% |
| 1Y | +19.4% | +29.8% | -10.4% | +12.1% |
| 3Y | +81.0% | +28.1% | +53.0% | +63.2% |
| All | +81.0% | +27.4% | +53.7% | +63.2% |
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