+41.1%
JBHT vs PFG
+37.6%
+3.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.8% | +2.1% |
| 7D | +7.0% | +2.4% | +4.7% | +5.9% |
| 30D | +0.5% | +5.9% | -5.4% | -1.8% |
| 3M | -17.4% | -0.4% | -16.9% | -17.2% |
| 6M | -1.7% | +14.8% | -16.6% | -9.0% |
| YTD | +20.7% | +31.9% | -11.2% | +2.7% |
| 1Y | +41.1% | +38.8% | +2.3% | +16.9% |
| All | +41.1% | +37.6% | +3.5% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling