+181.3%
JBHT vs ITUB
+154.1%
+27.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.3% |
| 7D | +0.9% | +4.9% | -3.9% | +0.1% |
| 30D | -1.1% | -27.2% | +26.1% | +4.2% |
| 3M | -14.8% | -6.1% | -8.7% | -14.9% |
| 6M | -7.4% | -10.7% | +3.2% | -6.8% |
| YTD | +17.3% | +5.5% | +11.8% | +14.2% |
| 1Y | +35.3% | +7.8% | +27.5% | +31.1% |
| 3Y | +33.9% | +75.0% | -41.0% | +16.8% |
| 5Y | +22.5% | +178.6% | -156.0% | -4.6% |
| 10Y | +181.3% | +162.9% | +18.5% | +125.5% |
| All | +181.3% | +154.1% | +27.3% | +125.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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