+319.9%
JBHT vs FIVN
+318.5%
+1.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.4% | +5.2% | +3.1% |
| 7D | +4.9% | -2.3% | +7.2% | +5.2% |
| 30D | +0.6% | +12.4% | -11.8% | -1.1% |
| 3M | -3.2% | +36.0% | -39.2% | -7.4% |
| 6M | +17.0% | +86.0% | -69.0% | +6.6% |
| YTD | +41.7% | +65.9% | -24.3% | +30.4% |
| 1Y | +90.0% | +26.5% | +63.5% | +80.4% |
| 3Y | +47.0% | -54.2% | +101.2% | +53.0% |
| 5Y | +58.3% | -80.5% | +138.8% | +73.8% |
| 10Y | +273.9% | +109.6% | +164.3% | +218.4% |
| All | +319.9% | +318.5% | +1.4% | +239.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling