+180.0%
JBHT vs PTEN
-38.4%
+218.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +1.9% |
| 7D | +7.0% | +10.6% | -3.6% | +5.5% |
| 30D | +0.5% | -4.9% | +5.4% | +0.8% |
| 3M | -17.4% | +1.4% | -18.8% | -18.0% |
| 6M | -1.7% | -7.0% | +5.3% | -1.9% |
| YTD | +20.7% | +84.8% | -64.0% | +7.9% |
| 1Y | +41.1% | +95.7% | -54.6% | +25.0% |
| 3Y | +38.0% | +2.0% | +36.0% | +30.5% |
| 5Y | +22.5% | +48.0% | -25.5% | +6.3% |
| All | +180.0% | -38.4% | +218.5% | +132.6% |
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