+51.5%
JBHT vs INVH
-6.7%
+58.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | +4.9% | -2.9% | +7.8% | +6.0% |
| 30D | +0.6% | -6.9% | +7.5% | +3.2% |
| 3M | -3.2% | -2.7% | -0.5% | -2.4% |
| 6M | +17.0% | +8.2% | +8.8% | +13.3% |
| YTD | +41.7% | +4.5% | +37.2% | +38.7% |
| 1Y | +90.0% | -2.3% | +92.3% | +90.9% |
| All | +51.5% | -6.7% | +58.2% | +53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling