+273.3%
JBHT vs AMBA
-7.1%
+280.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +2.9% |
| 7D | +4.9% | -11.0% | +15.8% | +6.8% |
| 30D | +0.6% | -23.2% | +23.7% | +4.8% |
| 3M | -3.2% | -12.7% | +9.5% | -3.0% |
| 6M | +17.0% | +11.2% | +5.7% | +11.1% |
| YTD | +41.7% | -11.2% | +52.9% | +38.9% |
| 1Y | +90.0% | -22.5% | +112.5% | +88.5% |
| 3Y | +47.0% | -1.3% | +48.3% | +33.7% |
| 5Y | +58.3% | -54.2% | +112.5% | +51.1% |
| All | +273.3% | -7.1% | +280.3% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling