+11,207.6%
JBHT vs EVRG
+2,068.9%
+9,138.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.0% |
| 7D | +4.9% | +1.1% | +3.8% | +4.5% |
| 30D | +0.6% | -1.0% | +1.6% | +0.9% |
| 3M | -3.2% | +0.4% | -3.6% | -3.4% |
| 6M | +17.0% | -0.8% | +17.8% | +17.0% |
| YTD | +41.7% | +15.3% | +26.3% | +34.4% |
| 1Y | +90.0% | +17.9% | +72.1% | +78.4% |
| 3Y | +47.0% | +71.9% | -24.9% | +20.0% |
| 5Y | +58.3% | +45.3% | +13.1% | +35.9% |
| 10Y | +273.9% | +113.1% | +160.9% | +173.7% |
| All | +11,207.6% | +2,068.9% | +9,138.7% | +3,697.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling