+187.8%
JBHT vs INDA
+99.5%
+88.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.5% |
| 7D | -1.6% | +6.6% | -8.2% | -4.6% |
| 30D | -2.3% | +10.4% | -12.7% | -6.9% |
| 3M | -18.5% | +1.5% | -20.0% | -19.1% |
| 6M | -11.3% | +1.7% | -13.0% | -12.2% |
| YTD | +12.6% | -5.8% | +18.4% | +15.6% |
| 1Y | +29.8% | -5.1% | +34.8% | +32.6% |
| 3Y | +28.1% | +16.0% | +12.1% | +18.4% |
| 5Y | +17.7% | +9.3% | +8.4% | +11.3% |
| All | +187.8% | +99.5% | +88.2% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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