+98.7%
INTC vs JBHT
+192.4%
-93.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.7% | +8.4% | +8.0% |
| 7D | -14.4% | -1.6% | -12.8% | -13.8% |
| 30D | -50.2% | -2.3% | -48.0% | -49.8% |
| 3M | -43.6% | -18.5% | -25.2% | -38.8% |
| 6M | -50.2% | -11.3% | -38.9% | -48.5% |
| YTD | +52.5% | +12.6% | +40.0% | +41.0% |
| 1Y | +51.1% | +29.8% | +21.4% | +30.8% |
| 3Y | +50.3% | +28.1% | +22.2% | +25.5% |
| 5Y | +19.2% | +17.7% | +1.5% | +1.2% |
| All | +98.7% | +192.4% | -93.6% | +19.6% |
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