+187.8%
JBHT vs RVTY
+206.3%
-18.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.7% |
| 7D | -1.6% | -1.2% | -0.4% | -1.4% |
| 30D | -2.3% | +1.0% | -3.3% | -3.0% |
| 3M | -18.5% | +35.8% | -54.3% | -28.1% |
| 6M | -11.3% | +56.7% | -68.0% | -26.5% |
| YTD | +12.6% | +60.7% | -48.2% | -8.7% |
| 1Y | +29.8% | +73.7% | -43.9% | +1.9% |
| 3Y | +28.1% | +82.8% | -54.7% | -3.5% |
| 5Y | +17.7% | -7.0% | +24.7% | +11.8% |
| All | +187.8% | +206.3% | -18.5% | +74.9% |
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