+53.0%
JBHT vs PLTU
+154.0%
-101.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.0% | +11.8% | +3.2% |
| 7D | +4.9% | -13.6% | +18.5% | +5.5% |
| 30D | +0.6% | +16.7% | -16.1% | -0.4% |
| 3M | -3.2% | +29.6% | -32.8% | -5.4% |
| 6M | +17.0% | -0.1% | +17.1% | +14.8% |
| YTD | +41.7% | -31.5% | +73.2% | +41.2% |
| 1Y | +90.0% | -19.7% | +109.7% | +85.1% |
| All | +53.0% | +154.0% | -101.0% | +33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling