+34.2%
JBHT vs INVH
+1.9%
+32.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.0% |
| 7D | +0.4% | +1.3% | -0.8% | 0.0% |
| 30D | -2.0% | +1.5% | -3.5% | -2.5% |
| 3M | -16.3% | -9.4% | -6.9% | -14.1% |
| 6M | -8.2% | -3.3% | -5.0% | -7.4% |
| YTD | +16.3% | +1.2% | +15.1% | +15.3% |
| All | +34.2% | +1.9% | +32.2% | +32.6% |
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