+33.9%
JBHT vs INDA
+18.0%
+16.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.6% |
| 7D | +0.9% | +6.2% | -5.3% | -2.2% |
| 30D | -1.1% | +12.4% | -13.5% | -7.0% |
| 3M | -14.8% | +3.2% | -18.0% | -16.2% |
| 6M | -7.4% | +3.8% | -11.2% | -9.4% |
| YTD | +17.3% | -4.3% | +21.6% | +19.6% |
| 1Y | +35.3% | -4.5% | +39.8% | +37.9% |
| 3Y | +33.9% | +17.1% | +16.9% | +12.8% |
| All | +33.9% | +18.0% | +16.0% | +12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling