+50.6%
JBHT vs EFV
+91.7%
-41.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.9% |
| 7D | +4.9% | +1.5% | +3.4% | +3.7% |
| 30D | +0.6% | +1.7% | -1.2% | -0.7% |
| 3M | -3.2% | +8.6% | -11.8% | -9.3% |
| 6M | +17.0% | +11.7% | +5.3% | +7.1% |
| YTD | +41.7% | +19.3% | +22.4% | +22.9% |
| 1Y | +90.0% | +30.2% | +59.8% | +54.0% |
| All | +50.6% | +91.7% | -41.1% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 3y: compounded portfolio wealth divided by compounded EFV 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…
3y analysis · Full analysis span regression · 6 months rolling