+29.8%
JBHT vs EXPD
+35.2%
-5.4%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | +0.5% |
| 7D | -1.6% | -7.2% | +5.6% | +2.2% |
| 30D | -2.3% | -3.3% | +1.0% | -0.6% |
| 3M | -18.5% | +3.4% | -21.8% | -19.4% |
| 6M | -11.3% | +22.7% | -34.0% | -18.4% |
| YTD | +12.6% | +24.5% | -12.0% | +1.6% |
| 1Y | +29.8% | +38.6% | -8.9% | +11.5% |
| All | +29.8% | +35.2% | -5.4% | +11.5% |
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