+35.5%
JBHT vs INVH
-3.9%
+39.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | +4.2% | -3.3% | +7.5% | +5.3% |
| 30D | -0.4% | +0.2% | -0.6% | -0.5% |
| 3M | -17.3% | -9.5% | -7.8% | -15.0% |
| 6M | -3.5% | -4.3% | +0.8% | -2.2% |
| YTD | +18.0% | -1.9% | +20.0% | +18.2% |
| 1Y | +35.5% | -4.7% | +40.2% | +40.1% |
| All | +35.5% | -3.9% | +39.4% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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