+184.7%
JBHT vs ARWR
+921.6%
-736.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -15.3% | +18.4% | +4.4% |
| 7D | +0.2% | -17.3% | +17.6% | +1.7% |
| 30D | -2.2% | -21.5% | +19.4% | -0.3% |
| 3M | -16.5% | -43.8% | +27.4% | -12.5% |
| 6M | -8.4% | -32.3% | +23.8% | -6.0% |
| YTD | +16.1% | -25.8% | +41.9% | +17.8% |
| 1Y | +31.9% | +25.5% | +6.4% | +27.6% |
| 3Y | +34.1% | +84.1% | -50.0% | +21.2% |
| 5Y | +20.1% | -39.2% | +59.3% | +13.5% |
| 10Y | +184.7% | +1,072.4% | -887.7% | +132.3% |
| All | +184.7% | +921.6% | -736.9% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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