+70.7%
JBHT vs FRSH
-72.0%
+142.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +1.1% |
| 7D | +7.1% | -10.1% | +17.2% | +8.7% |
| 30D | +2.3% | +2.2% | +0.1% | +1.8% |
| 3M | -4.5% | +28.6% | -33.1% | -8.3% |
| 6M | +29.2% | +40.2% | -11.0% | +22.0% |
| YTD | +42.2% | -1.2% | +43.4% | +40.4% |
| 1Y | +93.7% | -7.9% | +101.7% | +93.0% |
| 3Y | +53.2% | -44.7% | +97.9% | +60.0% |
| All | +70.7% | -72.0% | +142.8% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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