+127.1%
GRMN vs JBHT
+20.7%
+106.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.1% | -0.9% | +1.1% |
| 7D | +6.4% | +0.4% | +5.9% | +6.2% |
| 30D | +8.7% | -2.0% | +10.7% | +9.4% |
| 3M | -5.8% | -16.3% | +10.5% | -0.5% |
| 6M | +22.5% | -8.2% | +30.8% | +24.2% |
| YTD | +45.6% | +16.3% | +29.3% | +34.1% |
| 1Y | +47.5% | +32.2% | +15.2% | +29.3% |
| 3Y | +166.2% | +34.4% | +131.8% | +123.7% |
| All | +127.1% | +20.7% | +106.3% | +88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling