+28.1%
JBHT vs PTEN
-13.8%
+41.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -1.6% | -25.5% | +23.9% | +3.0% |
| 30D | -2.3% | -11.7% | +9.4% | -0.9% |
| 3M | -18.5% | -0.5% | -18.0% | -19.2% |
| 6M | -11.3% | -12.9% | +1.6% | -10.5% |
| YTD | +12.6% | +67.1% | -54.5% | -4.4% |
| 1Y | +29.8% | +70.5% | -40.8% | +9.3% |
| 3Y | +28.1% | -10.4% | +38.5% | +17.8% |
| All | +28.1% | -13.8% | +41.8% | +17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling