+90.0%
JBHT vs EXPD
+57.8%
+32.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.4% |
| 7D | +4.9% | -1.1% | +6.0% | +5.4% |
| 30D | +0.6% | +4.1% | -3.5% | -1.1% |
| 3M | -3.2% | +17.9% | -21.1% | -9.6% |
| 6M | +17.0% | +29.2% | -12.3% | +5.3% |
| YTD | +41.7% | +27.4% | +14.3% | +28.2% |
| 1Y | +90.0% | +56.8% | +33.2% | +58.1% |
| All | +90.0% | +57.8% | +32.1% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling