+184.7%
JBHT vs INDA
+104.1%
+80.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.6% |
| 7D | +0.2% | +6.1% | -5.9% | -2.6% |
| 30D | -2.2% | +11.7% | -13.8% | -7.3% |
| 3M | -16.5% | +2.1% | -18.5% | -17.3% |
| 6M | -8.4% | +3.2% | -11.6% | -10.0% |
| YTD | +16.1% | -4.9% | +21.0% | +18.6% |
| 1Y | +31.9% | -4.4% | +36.3% | +34.3% |
| 3Y | +34.1% | +17.6% | +16.5% | +23.2% |
| 5Y | +20.1% | +9.9% | +10.2% | +13.3% |
| 10Y | +184.7% | +102.7% | +82.0% | +107.5% |
| All | +184.7% | +104.1% | +80.6% | +107.5% |
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