+35.3%
JBHT vs FIVN
+36.6%
-1.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.9% | +4.7% | +1.0% |
| 7D | +0.9% | -22.4% | +23.4% | +1.7% |
| 30D | -1.1% | -23.8% | +22.7% | -0.3% |
| 3M | -14.8% | -19.5% | +4.7% | -14.3% |
| 6M | -7.4% | +25.6% | -33.0% | -8.6% |
| YTD | +17.3% | +38.4% | -21.1% | +18.3% |
| 1Y | +35.3% | +33.7% | +1.7% | +37.8% |
| All | +35.3% | +36.6% | -1.3% | +37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling