+273.3%
JBHT vs IONS
+96.6%
+176.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | +4.9% | -4.8% | +9.7% | +5.5% |
| 30D | +0.6% | +7.2% | -6.6% | -0.5% |
| 3M | -3.2% | -22.7% | +19.5% | -0.8% |
| 6M | +17.0% | -26.9% | +43.8% | +20.7% |
| YTD | +41.7% | -26.6% | +68.2% | +46.1% |
| 1Y | +90.0% | -2.1% | +92.1% | +87.9% |
| 3Y | +47.0% | +43.4% | +3.5% | +34.1% |
| 5Y | +58.3% | +47.0% | +11.3% | +40.9% |
| All | +273.3% | +96.6% | +176.7% | +208.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 10y: compounded portfolio wealth divided by compounded IONS 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…
10y analysis · Full analysis span regression · 6 months rolling