+27.5%
JBHT vs PLTU
+131.7%
-104.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +4.2% | +21.9% | -17.7% | +3.2% |
| 30D | -0.4% | -35.3% | +34.9% | +1.3% |
| 3M | -17.3% | -7.7% | -9.6% | -17.5% |
| 6M | -3.5% | +24.2% | -27.7% | -6.1% |
| YTD | +18.0% | -37.5% | +55.6% | +17.7% |
| 1Y | +35.5% | -43.6% | +79.1% | +35.7% |
| All | +27.5% | +131.7% | -104.2% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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