+41.1%
JBHT vs RGEN
+8.1%
+33.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +2.2% |
| 7D | +7.0% | -3.3% | +10.3% | +7.4% |
| 30D | +0.5% | -5.8% | +6.3% | +1.1% |
| 3M | -17.4% | +0.2% | -17.5% | -17.6% |
| 6M | -1.7% | +56.8% | -58.5% | -8.8% |
| YTD | +20.7% | +2.4% | +18.3% | +26.2% |
| 1Y | +41.1% | +11.4% | +29.6% | +43.6% |
| All | +41.1% | +8.1% | +33.0% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling