+50.6%
JBHT vs MDY
+48.1%
+2.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.7% |
| 7D | +4.9% | +0.1% | +4.7% | +4.8% |
| 30D | +0.6% | -1.5% | +2.1% | +2.3% |
| 3M | -3.2% | +0.8% | -4.0% | -3.9% |
| 6M | +17.0% | +7.4% | +9.5% | +8.7% |
| YTD | +41.7% | +15.2% | +26.5% | +22.7% |
| 1Y | +90.0% | +16.5% | +73.4% | +62.2% |
| All | +50.6% | +48.1% | +2.5% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling