+93.7%
JBHT vs PLTU
-22.2%
+116.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.7% | +5.0% | +0.5% |
| 7D | +7.1% | -11.6% | +18.7% | +7.3% |
| 30D | +2.3% | -4.6% | +6.9% | +2.4% |
| 3M | -4.5% | +33.7% | -38.2% | -5.4% |
| 6M | +29.2% | -9.4% | +38.6% | +28.3% |
| YTD | +42.2% | -34.7% | +76.9% | +40.5% |
| 1Y | +93.7% | -23.2% | +117.0% | +102.5% |
| All | +93.7% | -22.2% | +116.0% | +102.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling