+6.6%
ISRG vs JBHT
-6.8%
+13.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.1% | +8.3% | +9.4% |
| 7D | +8.5% | +1.7% | +6.8% | +8.5% |
| 30D | +18.6% | -1.2% | +19.8% | +18.6% |
| 3M | +30.9% | -17.1% | +48.0% | +31.8% |
| 6M | +6.6% | -4.4% | +11.0% | +7.6% |
| All | +6.6% | -6.8% | +13.3% | +7.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling