+125.1%
HOOD vs JBHT
+38.7%
+86.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.6% | -6.8% | -8.3% |
| 7D | -14.4% | -1.4% | -13.0% | -13.6% |
| 30D | -30.0% | -3.1% | -26.9% | -28.7% |
| 3M | -15.5% | -19.5% | +4.0% | -5.0% |
| 6M | +1.8% | -9.6% | +11.3% | +5.7% |
| YTD | -30.7% | +13.3% | -44.0% | -37.5% |
| 1Y | -45.0% | +29.7% | -74.7% | -54.3% |
| 3Y | +709.0% | +28.3% | +680.7% | +541.8% |
| 5Y | +111.8% | +18.5% | +93.3% | +73.7% |
| All | +125.1% | +38.7% | +86.4% | +125.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling