+41.1%
JBHT vs INDA
-5.5%
+46.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.4% |
| 7D | +7.0% | +1.1% | +5.9% | +6.5% |
| 30D | +0.5% | +9.4% | -8.9% | -3.7% |
| 3M | -17.4% | +2.9% | -20.3% | -18.4% |
| 6M | -1.7% | +7.2% | -8.9% | -5.1% |
| YTD | +20.7% | -4.8% | +25.5% | +17.7% |
| 1Y | +41.1% | -5.1% | +46.2% | +36.6% |
| All | +41.1% | -5.5% | +46.5% | +36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling