+273.3%
JBHT vs RACE
+818.0%
-544.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +3.4% |
| 7D | +4.9% | -2.5% | +7.4% | +5.7% |
| 30D | +0.6% | +0.8% | -0.2% | +0.3% |
| 3M | -3.2% | +17.2% | -20.4% | -8.4% |
| 6M | +17.0% | +13.6% | +3.4% | +11.3% |
| YTD | +41.7% | +12.2% | +29.4% | +34.9% |
| 1Y | +90.0% | -16.3% | +106.2% | +98.1% |
| 3Y | +47.0% | +36.4% | +10.5% | +24.7% |
| 5Y | +58.3% | +95.0% | -36.7% | +15.2% |
| All | +273.3% | +818.0% | -544.7% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling