+29.7%
JBHT vs IONS
-46.2%
+75.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.4% | -0.2% | -3.3% |
| 7D | -1.4% | -12.6% | +11.2% | -0.4% |
| 30D | -3.1% | -11.8% | +8.7% | -2.2% |
| 3M | -19.5% | -28.4% | +8.9% | -18.2% |
| 6M | -9.6% | -48.4% | +38.9% | -8.4% |
| YTD | +13.3% | -51.0% | +64.3% | +16.9% |
| 1Y | +29.7% | -48.0% | +77.7% | +31.8% |
| All | +29.7% | -46.2% | +75.9% | +31.8% |
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