+5,659.9%
JBHT vs PTEN
+1,488.6%
+4,171.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -1.6% | -25.5% | +23.9% | +2.1% |
| 30D | -2.3% | -11.7% | +9.4% | -1.0% |
| 3M | -18.5% | -0.5% | -18.0% | -18.9% |
| 6M | -11.3% | -12.9% | +1.6% | -10.7% |
| YTD | +12.6% | +67.1% | -54.5% | +2.9% |
| 1Y | +29.8% | +70.5% | -40.8% | +18.1% |
| 3Y | +28.1% | -10.4% | +38.5% | +24.2% |
| 5Y | +17.7% | +23.7% | -6.0% | +5.3% |
| 10Y | +196.1% | -42.7% | +238.8% | +153.1% |
| All | +5,659.9% | +1,488.6% | +4,171.3% | +3,621.5% |
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