+50.6%
JBHT vs MNDY
-48.4%
+99.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.4% | +9.2% | +3.4% |
| 7D | +4.9% | -9.6% | +14.5% | +5.8% |
| 30D | +0.6% | -0.4% | +1.0% | +0.4% |
| 3M | -3.2% | +4.3% | -7.5% | -4.0% |
| 6M | +17.0% | +19.8% | -2.8% | +13.8% |
| YTD | +41.7% | -38.3% | +79.9% | +48.4% |
| 1Y | +90.0% | -50.1% | +140.1% | +103.4% |
| All | +50.6% | -48.4% | +99.0% | +52.9% |
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