+141.8%
JBHT vs INVH
+74.5%
+67.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | +0.1% |
| 7D | -1.6% | +2.0% | -3.6% | -2.5% |
| 30D | -2.3% | +4.8% | -7.1% | -4.3% |
| 3M | -18.5% | -9.8% | -8.7% | -14.9% |
| 6M | -11.3% | -3.7% | -7.6% | -10.1% |
| YTD | +12.6% | +0.8% | +11.7% | +11.5% |
| 1Y | +29.8% | +1.9% | +27.9% | +27.8% |
| 3Y | +28.1% | -4.3% | +32.4% | +27.8% |
| 5Y | +17.7% | -21.1% | +38.8% | +25.8% |
| All | +141.8% | +74.5% | +67.3% | +89.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling