+9,617.5%
JBHT vs IONS
+273.5%
+9,344.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.7% | +1.1% |
| 7D | +1.7% | -10.6% | +12.3% | +2.7% |
| 30D | -1.2% | -7.7% | +6.5% | -0.5% |
| 3M | -17.1% | -27.1% | +10.0% | -14.9% |
| 6M | -4.4% | -46.8% | +42.4% | +0.6% |
| YTD | +17.5% | -49.2% | +66.7% | +24.0% |
| 1Y | +32.6% | -44.9% | +77.5% | +38.9% |
| 3Y | +33.0% | -14.9% | +47.9% | +31.9% |
| 5Y | +20.3% | +15.9% | +4.4% | +14.5% |
| 10Y | +209.1% | +48.0% | +161.1% | +177.6% |
| All | +9,617.5% | +273.5% | +9,344.0% | +6,410.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling