+74.8%
IVV vs JBHT
+28.2%
+46.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.6% | -0.9% | -3.8% |
| 7D | -4.8% | -1.4% | -3.4% | -4.5% |
| 30D | -5.9% | -3.1% | -2.8% | -5.4% |
| 3M | -4.5% | -19.5% | +15.0% | -1.0% |
| 6M | +1.8% | -9.6% | +11.4% | +2.8% |
| YTD | +8.4% | +13.3% | -4.9% | +3.9% |
| 1Y | +9.4% | +29.7% | -20.3% | +1.9% |
| All | +74.8% | +28.2% | +46.6% | +58.3% |
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