+33.7%
JBHT vs EXPD
+80.8%
-47.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +3.1% |
| 7D | +1.7% | +0.3% | +1.4% | +1.4% |
| 30D | -1.2% | +1.8% | -3.0% | -2.4% |
| 3M | -17.1% | +8.9% | -26.1% | -21.4% |
| 6M | -4.4% | +42.2% | -46.6% | -23.4% |
| YTD | +17.5% | +33.4% | -15.9% | -3.3% |
| 1Y | +32.6% | +47.2% | -14.6% | +1.5% |
| All | +33.7% | +80.8% | -47.1% | -12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling