+187.8%
JBHT vs IONS
+17.3%
+170.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.9% |
| 7D | -1.6% | -9.4% | +7.8% | -0.3% |
| 30D | -2.3% | -10.7% | +8.4% | -0.9% |
| 3M | -18.5% | -27.7% | +9.2% | -15.1% |
| 6M | -11.3% | -48.7% | +37.4% | -4.1% |
| YTD | +12.6% | -50.2% | +62.7% | +22.1% |
| 1Y | +29.8% | -46.8% | +76.6% | +39.3% |
| 3Y | +28.1% | -14.8% | +42.9% | +25.3% |
| 5Y | +17.7% | +17.0% | +0.7% | +7.8% |
| All | +187.8% | +17.3% | +170.5% | +163.5% |
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