+643.6%
GOOGL vs JBHT
+186.6%
+457.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.5% |
| 7D | +2.6% | +0.9% | +1.7% | +2.3% |
| 30D | -18.3% | -1.1% | -17.2% | -18.1% |
| 3M | -19.6% | -14.8% | -4.8% | -16.2% |
| 6M | -28.2% | -7.4% | -20.8% | -27.6% |
| YTD | -8.0% | +17.3% | -25.3% | -14.7% |
| 1Y | -0.7% | +35.3% | -36.0% | -12.3% |
| 3Y | +118.8% | +33.9% | +84.9% | +86.5% |
| 5Y | +98.9% | +22.5% | +76.3% | +72.1% |
| 10Y | +643.6% | +181.3% | +462.3% | +401.4% |
| All | +643.6% | +186.6% | +457.0% | +401.4% |
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