+28.9%
JBHT vs EXEL
+227.0%
-198.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.6% | +2.0% | -2.9% |
| 7D | -1.4% | +3.8% | -5.2% | -1.8% |
| 30D | -3.1% | +17.8% | -20.9% | -4.7% |
| 3M | -19.5% | +21.2% | -40.7% | -21.2% |
| 6M | -9.6% | +54.7% | -64.3% | -14.0% |
| YTD | +13.3% | +56.8% | -43.5% | +7.3% |
| 1Y | +29.7% | +70.2% | -40.5% | +21.6% |
| All | +28.9% | +227.0% | -198.1% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 3y: compounded portfolio wealth divided by compounded EXEL 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…
3y analysis · Full analysis span regression · 6 months rolling