+21.4%
JBHT vs EVRG
+66.8%
-45.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +0.5% | +2.5% | -2.0% | -0.2% |
| 30D | -0.1% | +8.4% | -8.5% | -2.4% |
| 3M | -14.0% | +8.6% | -22.6% | -16.1% |
| 6M | -5.1% | +7.7% | -12.7% | -7.2% |
| YTD | +18.0% | +25.0% | -6.9% | +10.2% |
| 1Y | +36.5% | +18.7% | +17.8% | +29.4% |
| 3Y | +34.8% | +102.1% | -67.3% | +4.7% |
| 5Y | +21.4% | +66.8% | -45.4% | 0.0% |
| All | +21.4% | +66.8% | -45.3% | 0.0% |
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