+181.3%
JBHT vs RVTY
+212.9%
-31.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.2% |
| 7D | +0.9% | -2.7% | +3.6% | +1.9% |
| 30D | -1.1% | +3.2% | -4.3% | -2.6% |
| 3M | -14.8% | +37.2% | -52.0% | -25.2% |
| 6M | -7.4% | +57.7% | -65.1% | -23.5% |
| YTD | +17.3% | +64.8% | -47.5% | -5.8% |
| 1Y | +35.3% | +72.8% | -37.5% | +6.6% |
| 3Y | +33.9% | +89.8% | -55.8% | -0.5% |
| 5Y | +22.5% | -8.4% | +31.0% | +17.2% |
| 10Y | +181.3% | +219.5% | -38.1% | +66.3% |
| All | +181.3% | +212.9% | -31.6% | +66.3% |
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