+181.3%
JBHT vs PAYC
+474.5%
-293.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.7% |
| 7D | +0.9% | -9.5% | +10.5% | +2.9% |
| 30D | -1.1% | +2.5% | -3.6% | -1.7% |
| 3M | -14.8% | +11.7% | -26.5% | -16.9% |
| 6M | -7.4% | +74.6% | -82.1% | -18.5% |
| YTD | +17.3% | +50.4% | -33.1% | +5.8% |
| 1Y | +35.3% | +44.0% | -8.7% | +23.1% |
| 3Y | +33.9% | +42.5% | -8.5% | +20.2% |
| 5Y | +22.5% | -50.3% | +72.8% | +30.3% |
| 10Y | +181.3% | +521.2% | -339.9% | +78.3% |
| All | +181.3% | +474.5% | -293.2% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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