+45.4%
GILD vs JBHT
+34.8%
+10.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +4.1% |
| 7D | +9.6% | +1.7% | +7.9% | +9.4% |
| 30D | +20.6% | -1.2% | +21.8% | +20.8% |
| 3M | +29.7% | -17.1% | +46.9% | +31.4% |
| 6M | +33.1% | -4.4% | +37.5% | +32.8% |
| YTD | +44.7% | +17.5% | +27.2% | +42.1% |
| 1Y | +45.4% | +32.6% | +12.8% | +41.7% |
| All | +45.4% | +34.8% | +10.5% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling