+178.0%
JBHT vs HRB
+243.1%
-65.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.5% | -8.1% | +8.6% | +2.2% |
| 30D | -0.1% | +15.0% | -15.1% | -3.1% |
| 3M | -14.0% | +10.2% | -24.3% | -16.3% |
| 6M | -5.1% | +44.2% | -49.3% | -13.1% |
| YTD | +18.0% | +21.0% | -2.9% | +11.3% |
| 1Y | +36.5% | +12.0% | +24.5% | +31.0% |
| 3Y | +34.8% | +24.9% | +9.8% | +23.6% |
| 5Y | +21.4% | +144.6% | -123.2% | -7.1% |
| 10Y | +178.0% | +229.4% | -51.4% | +88.7% |
| All | +178.0% | +243.1% | -65.1% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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