+29.8%
JBHT vs IONS
-47.1%
+76.9%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | -1.6% | -9.4% | +7.8% | -0.9% |
| 30D | -2.3% | -10.7% | +8.4% | -1.5% |
| 3M | -18.5% | -27.7% | +9.2% | -17.2% |
| 6M | -11.3% | -48.7% | +37.4% | -9.6% |
| YTD | +12.6% | -50.2% | +62.7% | +16.0% |
| 1Y | +29.8% | -46.8% | +76.6% | +31.5% |
| All | +29.8% | -47.1% | +76.9% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling