+59.9%
JBHT vs EVRG
+45.5%
+14.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.9% |
| 7D | +4.9% | +1.1% | +3.8% | +4.5% |
| 30D | +0.6% | -1.0% | +1.6% | +0.8% |
| 3M | -3.2% | +0.4% | -3.6% | -3.3% |
| 6M | +17.0% | -0.8% | +17.8% | +17.1% |
| YTD | +41.7% | +15.3% | +26.3% | +35.5% |
| 1Y | +90.0% | +17.9% | +72.1% | +79.6% |
| 3Y | +47.0% | +71.9% | -24.9% | +21.2% |
| All | +59.9% | +45.5% | +14.4% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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