+62.9%
IDXX vs JBHT
+38.8%
+24.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.3% |
| 7D | +4.2% | +7.0% | -2.9% | +2.4% |
| 30D | +33.1% | +0.5% | +32.6% | +32.9% |
| 3M | +24.2% | -17.4% | +41.6% | +29.5% |
| 6M | +33.2% | -1.7% | +34.9% | +31.8% |
| YTD | +4.1% | +20.7% | -16.6% | -3.1% |
| 1Y | +0.4% | +41.1% | -40.7% | -10.6% |
| 3Y | +62.9% | +38.0% | +24.9% | +43.2% |
| All | +62.9% | +38.8% | +24.1% | +43.2% |
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 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