+93.7%
JBHT vs ITOT
+19.2%
+74.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.8% |
| 7D | +7.1% | +0.7% | +6.5% | +6.6% |
| 30D | +2.3% | -1.1% | +3.4% | +3.2% |
| 3M | -4.5% | +3.9% | -8.4% | -7.1% |
| 6M | +29.2% | +14.7% | +14.5% | +15.6% |
| YTD | +42.2% | +13.3% | +28.8% | +28.7% |
| 1Y | +93.7% | +19.1% | +74.6% | +73.0% |
| All | +93.7% | +19.2% | +74.5% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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