+5,698.1%
JBHT vs PTEN
+1,493.4%
+4,204.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.6% | +3.0% | -2.7% |
| 7D | -1.4% | -21.6% | +20.2% | +1.6% |
| 30D | -3.1% | -12.8% | +9.7% | -1.7% |
| 3M | -19.5% | +5.1% | -24.7% | -20.6% |
| 6M | -9.6% | -18.5% | +8.9% | -8.2% |
| YTD | +13.3% | +67.6% | -54.3% | +3.5% |
| 1Y | +29.7% | +71.1% | -41.4% | +18.0% |
| 3Y | +28.3% | -12.6% | +40.9% | +24.8% |
| 5Y | +18.5% | +24.0% | -5.6% | +5.9% |
| 10Y | +198.1% | -42.5% | +240.6% | +154.7% |
| All | +5,698.1% | +1,493.4% | +4,204.6% | +3,644.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling