+362.3%
IGV vs JBHT
+183.5%
+178.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | -1.3% | +0.5% | -1.8% | -1.4% |
| 30D | -8.1% | -0.1% | -8.1% | -8.2% |
| 3M | -1.6% | -14.0% | +12.4% | +2.8% |
| 6M | +12.7% | -5.1% | +17.8% | +13.2% |
| YTD | -3.3% | +18.0% | -21.3% | -11.2% |
| 1Y | -7.9% | +36.5% | -44.4% | -20.0% |
| 3Y | +40.3% | +34.8% | +5.6% | +18.0% |
| 5Y | +17.3% | +21.4% | -4.1% | +0.9% |
| 10Y | +362.3% | +178.0% | +184.3% | +183.2% |
| All | +362.3% | +183.5% | +178.8% | +183.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling