+189.8%
HOOD vs JBHT
+58.3%
+131.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -3.7% |
| 7D | +17.1% | +4.9% | +12.2% | +14.0% |
| 30D | +31.6% | +0.6% | +31.0% | +31.3% |
| 3M | +38.2% | -3.2% | +41.4% | +39.5% |
| 6M | +48.5% | +17.0% | +31.6% | +32.9% |
| YTD | +8.0% | +41.7% | -33.7% | -14.6% |
| 1Y | +18.7% | +90.0% | -71.3% | -24.1% |
| 3Y | +999.1% | +47.0% | +952.1% | +709.9% |
| All | +189.8% | +58.3% | +131.6% | +105.9% |
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 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