+187.8%
JBHT vs PAYC
+453.6%
-265.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.1% | +4.4% | +0.3% |
| 7D | -1.6% | -10.2% | +8.6% | +0.4% |
| 30D | -2.3% | +6.1% | -8.4% | -3.5% |
| 3M | -18.5% | +10.1% | -28.5% | -20.2% |
| 6M | -11.3% | +88.6% | -99.9% | -23.1% |
| YTD | +12.6% | +50.0% | -37.4% | +1.7% |
| 1Y | +29.8% | +46.1% | -16.3% | +17.8% |
| 3Y | +28.1% | +51.2% | -23.1% | +13.6% |
| 5Y | +17.7% | -51.7% | +69.3% | +25.7% |
| All | +187.8% | +453.6% | -265.8% | +96.7% |
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