+180.0%
JBHT vs PAYC
+510.1%
-330.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +7.0% | +4.9% | +2.2% | +6.0% |
| 30D | +0.5% | +4.1% | -3.6% | -0.4% |
| 3M | -17.4% | +11.5% | -28.8% | -19.3% |
| 6M | -1.7% | +85.3% | -87.0% | -14.4% |
| YTD | +20.7% | +57.3% | -36.5% | +7.9% |
| 1Y | +41.1% | +52.6% | -11.5% | +26.9% |
| 3Y | +38.0% | +48.3% | -10.3% | +22.9% |
| 5Y | +22.5% | -47.8% | +70.3% | +29.0% |
| All | +180.0% | +510.1% | -330.1% | +79.0% |
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