+22.4%
JBHT vs EVRG
+66.7%
-44.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.1% |
| 7D | +7.0% | +1.4% | +5.6% | +6.6% |
| 30D | +0.5% | +7.4% | -6.9% | -1.5% |
| 3M | -17.4% | +7.2% | -24.6% | -19.0% |
| 6M | -1.7% | +9.5% | -11.2% | -4.3% |
| YTD | +20.7% | +25.6% | -4.8% | +12.6% |
| 1Y | +41.1% | +20.4% | +20.7% | +33.1% |
| 3Y | +38.0% | +108.8% | -70.8% | +5.8% |
| All | +22.4% | +66.7% | -44.3% | +1.4% |
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