+29.8%
JBHT vs IAG
+55.8%
-26.1%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.2% | -7.9% | -1.2% |
| 7D | -1.6% | +21.4% | -23.0% | -3.1% |
| 30D | -2.3% | +4.0% | -6.3% | -2.8% |
| 3M | -18.5% | +17.0% | -35.5% | -19.6% |
| 6M | -11.3% | +1.4% | -12.7% | -11.7% |
| YTD | +12.6% | +13.8% | -1.2% | +12.3% |
| 1Y | +29.8% | +55.8% | -26.1% | +26.5% |
| All | +29.8% | +55.8% | -26.1% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling