+36.5%
JBHT vs PFG
+41.5%
-5.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +1.1% |
| 7D | +0.5% | -2.2% | +2.7% | +1.4% |
| 30D | -0.1% | +6.4% | -6.4% | -2.6% |
| 3M | -14.0% | +2.2% | -16.3% | -14.8% |
| 6M | -5.1% | +16.3% | -21.3% | -12.7% |
| YTD | +18.0% | +33.2% | -15.2% | -0.3% |
| 1Y | +36.5% | +40.6% | -4.1% | +11.8% |
| All | +36.5% | +41.5% | -5.0% | +11.8% |
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