+34.1%
JBHT vs PAYC
+43.1%
-9.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.2% |
| 7D | +0.2% | -11.1% | +11.4% | +1.9% |
| 30D | -2.2% | +1.8% | -4.0% | -2.5% |
| 3M | -16.5% | +10.2% | -26.7% | -17.8% |
| 6M | -8.4% | +73.5% | -82.0% | -17.2% |
| YTD | +16.1% | +49.4% | -33.4% | +8.5% |
| 1Y | +31.9% | +47.2% | -15.3% | +23.8% |
| 3Y | +34.1% | +44.4% | -10.3% | +26.1% |
| All | +34.1% | +43.1% | -9.0% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling