+25.4%
GEN vs JBHT
+58.3%
-32.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.0% | -2.7% |
| 7D | -1.2% | +4.9% | -6.1% | -2.1% |
| 30D | +10.1% | +0.6% | +9.6% | +9.9% |
| 3M | +16.1% | -3.2% | +19.3% | +16.5% |
| 6M | +38.9% | +17.0% | +21.9% | +33.8% |
| YTD | +14.4% | +41.7% | -27.2% | +6.0% |
| 1Y | +5.9% | +90.0% | -84.1% | -8.4% |
| 3Y | +58.8% | +47.0% | +11.8% | +42.1% |
| All | +25.4% | +58.3% | -32.9% | +6.0% |
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