+184.7%
JBHT vs MDY
+180.7%
+3.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.2% | 0.0% | +0.4% |
| 7D | +0.2% | +0.7% | -0.4% | -0.4% |
| 30D | -2.2% | +1.3% | -3.5% | -3.3% |
| 3M | -16.5% | -4.1% | -12.4% | -13.3% |
| 6M | -8.4% | +1.0% | -9.4% | -9.1% |
| YTD | +16.1% | +13.3% | +2.8% | +4.7% |
| 1Y | +31.9% | +15.7% | +16.2% | +17.0% |
| 3Y | +34.1% | +59.6% | -25.4% | -8.0% |
| 5Y | +20.1% | +36.3% | -16.2% | -7.0% |
| 10Y | +184.7% | +173.6% | +11.0% | +28.4% |
| All | +184.7% | +180.7% | +3.9% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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