+51.5%
JBHT vs MKTX
-24.5%
+76.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +4.9% | +0.4% | +4.5% | +4.9% |
| 30D | +0.6% | +1.1% | -0.5% | +0.6% |
| 3M | -3.2% | +36.1% | -39.3% | -3.2% |
| 6M | +17.0% | -12.9% | +29.8% | +19.0% |
| YTD | +41.7% | -8.5% | +50.2% | +43.9% |
| 1Y | +90.0% | -7.5% | +97.5% | +92.9% |
| All | +51.5% | -24.5% | +76.0% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling