+173.8%
JBHT vs RVTY
+219.4%
-45.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | +0.5% | -0.7% | +1.2% | +0.7% |
| 30D | -0.1% | +1.7% | -1.8% | -1.1% |
| 3M | -14.0% | +36.8% | -50.8% | -24.4% |
| 6M | -5.1% | +60.1% | -65.2% | -22.1% |
| YTD | +18.0% | +64.0% | -45.9% | -5.0% |
| 1Y | +36.5% | +68.2% | -31.7% | +8.6% |
| 3Y | +34.8% | +88.8% | -54.0% | +0.2% |
| 5Y | +21.4% | -10.5% | +32.0% | +17.2% |
| All | +173.8% | +219.4% | -45.6% | +59.0% |
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