+16.8%
JBHT vs FIVN
-81.1%
+98.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -17.6% | +17.0% | +1.6% |
| 7D | -1.6% | -22.6% | +21.0% | +1.5% |
| 30D | -2.3% | -16.8% | +14.5% | -0.4% |
| 3M | -18.5% | -0.9% | -17.6% | -19.4% |
| 6M | -11.3% | +28.4% | -39.7% | -16.1% |
| YTD | +12.6% | +40.2% | -27.7% | +3.4% |
| 1Y | +29.8% | +30.5% | -0.8% | +20.4% |
| 3Y | +28.1% | -56.2% | +84.3% | +34.6% |
| All | +16.8% | -81.1% | +98.0% | +25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling