+7,148.4%
JBHT vs PTEN
+1,889.0%
+5,259.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.0% |
| 7D | +4.9% | +0.7% | +4.2% | +4.7% |
| 30D | +0.6% | +31.2% | -30.7% | -3.3% |
| 3M | -3.2% | +2.0% | -5.2% | -4.1% |
| 6M | +17.0% | +42.4% | -25.5% | +9.9% |
| YTD | +41.7% | +109.2% | -67.5% | +26.2% |
| 1Y | +90.0% | +122.3% | -32.3% | +67.1% |
| 3Y | +47.0% | -5.6% | +52.5% | +41.8% |
| 5Y | +58.3% | +86.5% | -28.2% | +34.2% |
| 10Y | +273.9% | -22.1% | +296.0% | +207.5% |
| All | +7,148.4% | +1,889.0% | +5,259.5% | +4,463.2% |
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