+75.5%
JBHT vs MNDY
-51.7%
+127.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -8.1% | +8.5% | +1.0% |
| 7D | +7.1% | -13.3% | +20.4% | +8.3% |
| 30D | +2.3% | -10.2% | +12.5% | +3.0% |
| 3M | -4.5% | -0.1% | -4.4% | -5.0% |
| 6M | +29.2% | +6.3% | +22.9% | +27.2% |
| YTD | +42.2% | -43.3% | +85.5% | +47.7% |
| 1Y | +93.7% | -56.1% | +149.9% | +105.6% |
| 3Y | +53.2% | -51.1% | +104.3% | +57.6% |
| 5Y | +62.4% | -78.5% | +140.9% | +59.4% |
| All | +75.5% | -51.7% | +127.2% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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