+33.9%
JBHT vs ITUB
+10.6%
+23.3%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +2.8% |
| 7D | +0.2% | +5.5% | -5.3% | -0.4% |
| 30D | -2.2% | -25.6% | +23.4% | +0.9% |
| 3M | -16.5% | -4.7% | -11.8% | -17.4% |
| 6M | -8.4% | -8.6% | +0.2% | -9.0% |
| YTD | +16.1% | +7.9% | +8.1% | +13.4% |
| All | +33.9% | +10.6% | +23.3% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling