+8,362.9%
GEN vs JBHT
+9,634.5%
-1,271.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +3.7% |
| 7D | +26.9% | +1.7% | +25.2% | +26.3% |
| 30D | +38.6% | -1.2% | +39.8% | +39.0% |
| 3M | +9.7% | -17.1% | +26.9% | +15.0% |
| 6M | +58.9% | -4.4% | +63.3% | +59.6% |
| YTD | +15.3% | +17.5% | -2.2% | +8.8% |
| 1Y | +21.8% | +32.6% | -10.8% | +11.0% |
| 3Y | +85.8% | +33.0% | +52.8% | +64.5% |
| 5Y | +37.4% | +20.3% | +17.0% | +22.2% |
| 10Y | +174.0% | +209.1% | -35.0% | +79.2% |
| All | +8,362.9% | +9,634.5% | -1,271.6% | +1,643.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling