+135.8%
IONQ vs JBHT
+28.2%
+107.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -3.6% | -7.0% | -9.0% |
| 7D | -16.7% | -1.4% | -15.3% | -16.1% |
| 30D | -38.9% | -3.1% | -35.9% | -38.0% |
| 3M | -33.8% | -19.5% | -14.3% | -27.7% |
| 6M | -44.9% | -9.6% | -35.4% | -43.5% |
| YTD | -41.1% | +13.3% | -54.4% | -45.3% |
| 1Y | -52.3% | +29.7% | -82.0% | -58.2% |
| All | +135.8% | +28.2% | +107.5% | +82.4% |
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