-21.1%
JBHT vs INIO
-55.1%
+34.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -19.5% | +20.6% | +1.1% |
| 7D | +1.7% | -19.7% | +21.4% | +1.7% |
| 30D | -1.2% | -22.3% | +21.2% | -1.1% |
| 3M | -17.1% | -46.1% | +29.0% | -15.6% |
| All | -21.1% | -55.1% | +34.1% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling