+93.7%
JBHT vs SHAK
-32.6%
+126.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.3% | +0.8% |
| 7D | +7.1% | -0.3% | +7.5% | +7.2% |
| 30D | +2.3% | -5.2% | +7.6% | +3.2% |
| 3M | -4.5% | +27.3% | -31.8% | -8.7% |
| 6M | +29.2% | -27.9% | +57.1% | +36.2% |
| YTD | +42.2% | -17.0% | +59.1% | +44.5% |
| 1Y | +93.7% | -30.9% | +124.7% | +108.7% |
| All | +93.7% | -32.6% | +126.3% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling