+38.0%
JBHT vs MNDY
-50.1%
+88.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.2% | +1.0% | +2.2% |
| 7D | +7.0% | -11.3% | +18.3% | +8.0% |
| 30D | +0.5% | -10.8% | +11.3% | +1.3% |
| 3M | -17.4% | -17.3% | -0.1% | -16.4% |
| 6M | -1.7% | +15.2% | -16.9% | -4.1% |
| YTD | +20.7% | -47.1% | +67.9% | +27.8% |
| 1Y | +41.1% | -51.4% | +92.5% | +50.8% |
| 3Y | +38.0% | -49.6% | +87.6% | +39.8% |
| All | +38.0% | -50.1% | +88.1% | +39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling