+74.9%
JBHT vs MNDY
-47.4%
+122.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.4% | +9.2% | +3.3% |
| 7D | +4.9% | -9.6% | +14.5% | +5.7% |
| 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% | +14.0% |
| YTD | +41.7% | -38.3% | +79.9% | +46.2% |
| 1Y | +90.0% | -50.1% | +140.1% | +99.4% |
| 3Y | +47.0% | -48.4% | +95.4% | +50.5% |
| 5Y | +58.3% | -76.0% | +134.3% | +54.6% |
| All | +74.9% | -47.4% | +122.3% | +87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling