+209.1%
JBHT vs DOC
+19.9%
+189.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | 0.0% |
| 7D | +1.7% | +8.7% | -7.0% | -1.1% |
| 30D | -1.2% | +7.6% | -8.8% | -3.6% |
| 3M | -17.1% | -5.3% | -11.9% | -15.8% |
| 6M | -4.4% | +27.6% | -32.0% | -12.7% |
| YTD | +17.5% | +32.4% | -14.9% | +5.5% |
| 1Y | +32.6% | +22.9% | +9.7% | +22.1% |
| 3Y | +33.0% | +43.1% | -10.1% | +15.2% |
| 5Y | +20.3% | -21.4% | +41.7% | +25.6% |
| 10Y | +209.1% | +16.8% | +192.3% | +190.1% |
| All | +209.1% | +19.9% | +189.2% | +190.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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