+274.2%
JBHT vs RVTY
+149.2%
+125.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.9% |
| 7D | +4.9% | +1.1% | +3.8% | +4.4% |
| 30D | +0.6% | +13.2% | -12.6% | -4.1% |
| 3M | -3.2% | +27.2% | -30.5% | -12.2% |
| 6M | +17.0% | +32.4% | -15.5% | +3.7% |
| YTD | +41.7% | +34.9% | +6.8% | +24.0% |
| 1Y | +90.0% | +52.4% | +37.6% | +58.1% |
| 3Y | +47.0% | +12.3% | +34.7% | +33.9% |
| 5Y | +58.3% | -30.8% | +89.1% | +69.7% |
| All | +274.2% | +149.2% | +125.0% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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