+21.4%
JBHT vs PTEN
+33.9%
-12.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | 0.0% |
| 7D | +0.5% | -2.2% | +2.6% | +0.8% |
| 30D | -0.1% | -8.0% | +8.0% | +0.7% |
| 3M | -14.0% | -5.0% | -9.0% | -13.9% |
| 6M | -5.1% | -10.6% | +5.6% | -4.7% |
| YTD | +18.0% | +75.5% | -57.5% | +3.4% |
| 1Y | +36.5% | +70.2% | -33.6% | +20.1% |
| 3Y | +34.8% | -3.7% | +38.5% | +25.7% |
| 5Y | +21.4% | +34.9% | -13.5% | +5.6% |
| All | +21.4% | +33.9% | -12.5% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling