+25.1%
GILD vs JBHT
+99.6%
-74.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -0.8% |
| 7D | -4.8% | -1.2% | -3.6% | -4.7% |
| 30D | +5.8% | -2.0% | +7.8% | +5.9% |
| 3M | +14.9% | -6.3% | +21.2% | +15.3% |
| 6M | -0.4% | +29.0% | -29.4% | -2.1% |
| YTD | +18.5% | +39.9% | -21.4% | +16.7% |
| 1Y | +25.1% | +92.8% | -67.6% | +22.5% |
| All | +25.1% | +99.6% | -74.5% | +22.5% |
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