+178.0%
JBHT vs INDA
+112.6%
+65.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +0.5% | +3.1% | -2.6% | -1.0% |
| 30D | -0.1% | +11.3% | -11.4% | -5.2% |
| 3M | -14.0% | +3.0% | -17.0% | -15.3% |
| 6M | -5.1% | +6.5% | -11.6% | -8.2% |
| YTD | +18.0% | -4.6% | +22.6% | +20.4% |
| 1Y | +36.5% | -5.8% | +42.3% | +40.0% |
| 3Y | +34.8% | +16.8% | +18.0% | +24.0% |
| 5Y | +21.4% | +10.4% | +11.0% | +14.2% |
| 10Y | +178.0% | +116.8% | +61.1% | +90.6% |
| All | +178.0% | +112.6% | +65.4% | +90.6% |
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