+50.6%
JBHT vs ALHC
+136.3%
-85.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +4.9% | -0.6% | +5.5% | +4.9% |
| 30D | +0.6% | -1.0% | +1.6% | +0.6% |
| 3M | -3.2% | -10.2% | +6.9% | -3.5% |
| 6M | +17.0% | -28.3% | +45.2% | +17.5% |
| YTD | +41.7% | -31.4% | +73.1% | +42.5% |
| 1Y | +90.0% | -16.9% | +106.9% | +89.2% |
| All | +50.6% | +136.3% | -85.7% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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