+119.0%
GOOGL vs JBHT
+28.2%
+90.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.6% | +1.4% | -1.7% |
| 7D | -0.4% | -1.4% | +0.9% | -0.2% |
| 30D | -18.7% | -3.1% | -15.7% | -18.4% |
| 3M | -22.0% | -19.5% | -2.4% | -19.6% |
| 6M | -27.2% | -9.6% | -17.6% | -26.7% |
| YTD | -9.5% | +13.3% | -22.9% | -12.7% |
| 1Y | -0.4% | +29.7% | -30.0% | -6.2% |
| All | +119.0% | +28.2% | +90.8% | +108.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling