+9,264.9%
JBHT vs GFI
+549.2%
+8,715.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.0% | +7.9% | +1.1% |
| 7D | +0.9% | +10.4% | -9.5% | +0.6% |
| 30D | -1.1% | +3.6% | -4.7% | -1.2% |
| 3M | -14.8% | -5.1% | -9.7% | -14.8% |
| 6M | -7.4% | -13.0% | +5.6% | -7.3% |
| YTD | +17.3% | -8.0% | +25.4% | +17.2% |
| 1Y | +35.3% | -5.0% | +40.4% | +35.0% |
| 3Y | +33.9% | +228.8% | -194.8% | +28.5% |
| 5Y | +22.5% | +354.4% | -331.8% | +15.7% |
| 10Y | +181.3% | +1,238.7% | -1,057.4% | +153.8% |
| All | +9,264.9% | +549.2% | +8,715.7% | +8,643.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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