+1,028.6%
HOOD vs JBHT
+47.5%
+981.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -3.3% |
| 7D | +17.1% | +4.9% | +12.2% | +14.8% |
| 30D | +31.6% | +0.6% | +31.0% | +31.4% |
| 3M | +38.2% | -3.2% | +41.4% | +39.3% |
| 6M | +48.5% | +17.0% | +31.6% | +36.8% |
| YTD | +8.0% | +41.7% | -33.7% | -9.0% |
| 1Y | +18.7% | +90.0% | -71.3% | -14.2% |
| All | +1,028.6% | +47.5% | +981.0% | +775.7% |
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