+514.9%
GEV vs JBHT
+22.8%
+492.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -2.3% |
| 7D | +3.7% | +7.0% | -3.3% | +2.5% |
| 30D | -14.7% | +0.5% | -15.2% | -14.8% |
| 3M | -23.4% | -17.4% | -6.1% | -21.3% |
| 6M | -24.3% | -1.7% | -22.6% | -25.1% |
| YTD | +23.2% | +20.7% | +2.5% | +16.6% |
| 1Y | +44.2% | +41.1% | +3.2% | +33.4% |
| All | +514.9% | +22.8% | +492.1% | +447.3% |
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 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