+432.5%
GNRC vs JBHT
+276.8%
+155.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.2% | +1.3% |
| 7D | +4.8% | +7.1% | -2.3% | +0.9% |
| 30D | -10.4% | +2.3% | -12.7% | -11.6% |
| 3M | -28.5% | -4.5% | -24.0% | -27.0% |
| 6M | -6.8% | +29.2% | -36.0% | -20.4% |
| YTD | +39.5% | +42.2% | -2.7% | +12.6% |
| 1Y | +3.4% | +93.7% | -90.3% | -31.6% |
| 3Y | +65.1% | +53.2% | +11.9% | +22.0% |
| 5Y | -57.1% | +62.4% | -119.5% | -69.4% |
| 10Y | +432.5% | +274.7% | +157.8% | +120.4% |
| All | +432.5% | +276.8% | +155.7% | +120.4% |
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