+59.9%
JBHT vs RACE
+93.6%
-33.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.4% |
| 3M | -3.2% | +17.2% | -20.4% | -8.0% |
| 6M | +17.0% | +13.6% | +3.4% | +11.8% |
| YTD | +41.7% | +12.2% | +29.4% | +35.4% |
| 1Y | +90.0% | -16.3% | +106.2% | +98.4% |
| 3Y | +47.0% | +36.4% | +10.5% | +21.7% |
| All | +59.9% | +93.6% | -33.7% | +7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling