+59.9%
JBHT vs INVH
-20.4%
+80.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | +4.9% | -2.9% | +7.8% | +6.1% |
| 30D | +0.6% | -6.9% | +7.5% | +3.5% |
| 3M | -3.2% | -2.7% | -0.5% | -2.3% |
| 6M | +17.0% | +8.2% | +8.8% | +12.9% |
| YTD | +41.7% | +4.5% | +37.2% | +38.3% |
| 1Y | +90.0% | -2.3% | +92.3% | +90.6% |
| 3Y | +47.0% | -7.3% | +54.3% | +48.3% |
| All | +59.9% | -20.4% | +80.3% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling