+28.1%
JBHT vs MKTX
-22.1%
+50.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.6% | +0.2% | -1.8% | -1.6% |
| 30D | -2.3% | +0.9% | -3.2% | -2.3% |
| 3M | -18.5% | +2.3% | -20.8% | -18.4% |
| 6M | -11.3% | +12.4% | -23.7% | -10.4% |
| YTD | +12.6% | -7.3% | +19.9% | +14.2% |
| 1Y | +29.8% | +1.8% | +27.9% | +31.4% |
| 3Y | +28.1% | -21.2% | +49.3% | +34.6% |
| All | +28.1% | -22.1% | +50.2% | +34.6% |
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