+274.7%
JBHT vs PAYC
+330.2%
-55.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.8% | +1.4% |
| 7D | +7.1% | -7.9% | +15.0% | +8.7% |
| 30D | +2.3% | +2.1% | +0.2% | +1.8% |
| 3M | -4.5% | +61.8% | -66.3% | -14.1% |
| 6M | +29.2% | +59.9% | -30.7% | +15.8% |
| YTD | +42.2% | +38.5% | +3.7% | +30.7% |
| 1Y | +93.7% | -1.4% | +95.1% | +91.0% |
| 3Y | +53.2% | -21.0% | +74.2% | +52.2% |
| 5Y | +62.4% | -52.9% | +115.3% | +73.8% |
| 10Y | +274.7% | +332.8% | -58.1% | +162.7% |
| All | +274.7% | +330.2% | -55.6% | +162.7% |
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