+178.0%
JBHT vs FIVN
+104.7%
+73.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | +0.5% |
| 7D | +0.5% | -22.8% | +23.2% | +3.6% |
| 30D | -0.1% | -21.3% | +21.2% | +2.6% |
| 3M | -14.0% | -14.0% | -0.1% | -13.2% |
| 6M | -5.1% | +31.1% | -36.2% | -10.3% |
| YTD | +18.0% | +40.0% | -22.0% | +8.9% |
| 1Y | +36.5% | +38.1% | -1.6% | +26.1% |
| 3Y | +34.8% | -55.7% | +90.4% | +41.2% |
| 5Y | +21.4% | -82.5% | +103.9% | +37.4% |
| 10Y | +178.0% | +92.4% | +85.6% | +126.6% |
| All | +178.0% | +104.7% | +73.2% | +126.6% |
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