+184.7%
JBHT vs PTEN
-43.5%
+228.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.2% |
| 7D | +0.2% | -16.4% | +16.7% | +2.6% |
| 30D | -2.2% | -12.8% | +10.7% | -0.7% |
| 3M | -16.5% | +0.7% | -17.2% | -17.1% |
| 6M | -8.4% | -12.2% | +3.8% | -7.9% |
| YTD | +16.1% | +66.1% | -50.0% | +5.3% |
| 1Y | +31.9% | +69.2% | -37.3% | +19.2% |
| 3Y | +34.1% | -8.2% | +42.3% | +28.7% |
| 5Y | +20.1% | +19.2% | +0.9% | +7.3% |
| 10Y | +184.7% | -45.6% | +230.2% | +141.7% |
| All | +184.7% | -43.5% | +228.2% | +141.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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