+180.0%
JBHT vs FIVN
+86.2%
+93.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.4% | +2.7% |
| 7D | +7.0% | -2.8% | +9.9% | +7.4% |
| 30D | +0.5% | -17.4% | +17.9% | +2.6% |
| 3M | -17.4% | -19.2% | +1.8% | -15.8% |
| 6M | -1.7% | +29.4% | -31.1% | -6.9% |
| YTD | +20.7% | +36.3% | -15.5% | +11.8% |
| 1Y | +41.1% | +33.5% | +7.6% | +30.9% |
| 3Y | +38.0% | -56.8% | +94.8% | +45.0% |
| 5Y | +22.5% | -83.0% | +105.5% | +39.1% |
| All | +180.0% | +86.2% | +93.8% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling