+273.3%
JBHT vs DAR
+352.7%
-79.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.0% |
| 7D | +4.9% | +1.4% | +3.5% | +4.4% |
| 30D | +0.6% | +12.8% | -12.2% | -3.0% |
| 3M | -3.2% | +7.4% | -10.6% | -5.6% |
| 6M | +17.0% | +22.3% | -5.3% | +9.6% |
| YTD | +41.7% | +81.1% | -39.4% | +18.5% |
| 1Y | +90.0% | +106.5% | -16.5% | +51.9% |
| 3Y | +47.0% | +5.3% | +41.7% | +37.6% |
| 5Y | +58.3% | -11.5% | +69.9% | +50.9% |
| All | +273.3% | +352.7% | -79.4% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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