+33,663.9%
GILD vs JBHT
+8,586.2%
+25,077.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.0% |
| 7D | -2.2% | +7.1% | -9.3% | -3.7% |
| 30D | +10.1% | +2.3% | +7.8% | +9.3% |
| 3M | +15.2% | -4.5% | +19.7% | +16.1% |
| 6M | +3.1% | +29.2% | -26.1% | -3.2% |
| YTD | +20.9% | +42.2% | -21.2% | +10.9% |
| 1Y | +29.8% | +93.7% | -63.9% | +10.2% |
| 3Y | +113.0% | +53.2% | +59.8% | +86.5% |
| 5Y | +144.9% | +62.4% | +82.4% | +107.3% |
| 10Y | +164.5% | +274.7% | -110.1% | +78.3% |
| All | +33,663.9% | +8,586.2% | +25,077.6% | +10,563.6% |
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