+8,229.8%
INTC vs JBHT
+9,288.5%
-1,058.6%
-82.2%
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% | -9.3% |
| 7D | -43.2% | -1.4% | -41.9% | -43.0% |
| 30D | -53.6% | -3.1% | -50.5% | -53.2% |
| 3M | -48.3% | -19.5% | -28.7% | -45.2% |
| 6M | -51.7% | -9.6% | -42.1% | -50.7% |
| YTD | +41.6% | +13.3% | +28.3% | +35.2% |
| 1Y | +36.1% | +29.7% | +6.5% | +24.8% |
| 3Y | +39.3% | +28.3% | +11.0% | +25.8% |
| 5Y | +10.6% | +18.5% | -7.8% | +1.4% |
| 10Y | +90.4% | +198.1% | -107.7% | +32.4% |
| All | +8,229.8% | +9,288.5% | -1,058.6% | +2,245.9% |
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 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