+90.8%
JBHT vs EQH
+230.4%
-139.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -1.6% | -2.2% | +0.6% | -0.8% |
| 30D | -2.3% | -1.1% | -1.2% | -1.9% |
| 3M | -18.5% | +0.9% | -19.4% | -19.0% |
| 6M | -11.3% | +22.1% | -33.4% | -18.6% |
| YTD | +12.6% | +12.8% | -0.2% | +5.6% |
| 1Y | +29.8% | +20.5% | +9.2% | +18.5% |
| 3Y | +28.1% | +113.2% | -85.1% | -7.4% |
| 5Y | +17.7% | +69.9% | -52.2% | -9.8% |
| All | +90.8% | +230.4% | -139.6% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 all: compounded portfolio wealth divided by compounded EQH 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…
all analysis · Full analysis span regression · 6 months rolling