+18.5%
JBHT vs DAR
-40.1%
+58.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -2.8% |
| 7D | -1.4% | -8.1% | +6.7% | +0.7% |
| 30D | -3.1% | -17.1% | +14.0% | +1.4% |
| 3M | -19.5% | -12.3% | -7.3% | -17.3% |
| 6M | -9.6% | -21.8% | +12.2% | -4.5% |
| YTD | +13.3% | +40.8% | -27.5% | +2.0% |
| 1Y | +29.7% | +57.4% | -27.7% | +13.2% |
| 3Y | +28.3% | +12.1% | +16.2% | +18.1% |
| 5Y | +18.5% | -40.2% | +58.7% | +32.5% |
| All | +18.5% | -40.1% | +58.6% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling