+34.2%
JBHT vs MDY
+14.9%
+19.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.2% | 0.0% | -0.5% |
| 7D | +0.4% | +0.7% | -0.2% | -0.4% |
| 30D | -2.0% | +1.3% | -3.3% | -3.5% |
| 3M | -16.3% | -4.1% | -12.2% | -12.2% |
| 6M | -8.2% | +1.0% | -9.2% | -9.3% |
| YTD | +16.3% | +13.3% | +3.0% | +1.3% |
| All | +34.2% | +14.9% | +19.3% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling