+181.3%
JBHT vs PTEN
-44.3%
+225.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.1% | +0.6% |
| 7D | +0.9% | -14.5% | +15.4% | +3.0% |
| 30D | -1.1% | -11.1% | +10.0% | +0.1% |
| 3M | -14.8% | -7.8% | -7.0% | -14.3% |
| 6M | -7.4% | -10.5% | +3.0% | -7.2% |
| YTD | +17.3% | +69.3% | -52.0% | +6.2% |
| 1Y | +35.3% | +70.5% | -35.2% | +22.2% |
| 3Y | +33.9% | -7.1% | +41.1% | +28.3% |
| 5Y | +22.5% | +29.1% | -6.6% | +8.3% |
| 10Y | +181.3% | -44.5% | +225.9% | +136.6% |
| All | +181.3% | -44.3% | +225.7% | +136.6% |
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