+28.9%
JBHT vs RVTY
+73.0%
-44.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.4% | +1.8% | -1.8% |
| 7D | -1.4% | -9.0% | +7.6% | +1.5% |
| 30D | -3.1% | -1.6% | -1.5% | -2.9% |
| 3M | -19.5% | +31.2% | -50.7% | -27.9% |
| 6M | -9.6% | +63.6% | -73.2% | -26.3% |
| YTD | +13.3% | +56.3% | -43.0% | -7.2% |
| 1Y | +29.7% | +63.3% | -33.7% | +4.0% |
| All | +28.9% | +73.0% | -44.1% | -2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling