+25.0%
IQV vs JBHT
+34.8%
-9.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.3% |
| 7D | -5.5% | +1.7% | -7.2% | -5.7% |
| 30D | -0.9% | -1.2% | +0.3% | -0.8% |
| 3M | +15.6% | -17.1% | +32.7% | +18.3% |
| 6M | +63.9% | -4.4% | +68.3% | +63.0% |
| YTD | +17.0% | +17.5% | -0.5% | +9.7% |
| 1Y | +25.0% | +32.6% | -7.6% | +14.0% |
| All | +25.0% | +34.8% | -9.8% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling