+273.3%
JBHT vs IOVA
+9.5%
+263.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.8% |
| 7D | +4.9% | +9.7% | -4.9% | +4.3% |
| 30D | +0.6% | +102.5% | -102.0% | -4.1% |
| 3M | -3.2% | +100.7% | -103.9% | -8.1% |
| 6M | +17.0% | +106.3% | -89.4% | +10.0% |
| YTD | +41.7% | +222.0% | -180.3% | +28.6% |
| 1Y | +90.0% | +299.5% | -209.6% | +68.6% |
| 3Y | +47.0% | +42.9% | +4.1% | +31.2% |
| 5Y | +58.3% | -65.0% | +123.3% | +47.7% |
| All | +273.3% | +9.5% | +263.8% | +225.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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