+274.7%
JBHT vs MKTX
+6.7%
+268.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +7.1% | +0.4% | +6.7% | +7.1% |
| 30D | +2.3% | +1.0% | +1.4% | +2.2% |
| 3M | -4.5% | +41.3% | -45.8% | -9.9% |
| 6M | +29.2% | -11.3% | +40.6% | +31.3% |
| YTD | +42.2% | -8.6% | +50.7% | +43.6% |
| 1Y | +93.7% | -11.1% | +104.8% | +96.3% |
| 3Y | +53.2% | -24.5% | +77.7% | +56.1% |
| 5Y | +62.4% | -61.4% | +123.8% | +83.3% |
| 10Y | +274.7% | +6.8% | +267.8% | +227.0% |
| All | +274.7% | +6.7% | +268.0% | +227.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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