+187.8%
JBHT vs RACE
+740.1%
-552.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | -1.6% | +5.1% | -6.7% | -3.2% |
| 30D | -2.3% | +7.7% | -10.0% | -4.6% |
| 3M | -18.5% | +2.2% | -20.6% | -19.2% |
| 6M | -11.3% | +23.8% | -35.0% | -17.9% |
| YTD | +12.6% | +13.9% | -1.3% | +6.5% |
| 1Y | +29.8% | +3.8% | +26.0% | +26.5% |
| 3Y | +28.1% | +28.0% | 0.0% | +11.3% |
| 5Y | +17.7% | +64.9% | -47.2% | -9.4% |
| All | +187.8% | +740.1% | -552.3% | +59.6% |
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