+3,834.6%
JBHT vs SNY
+287.2%
+3,547.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +0.5% | +2.0% | -1.6% | -0.2% |
| 30D | -0.1% | +21.9% | -21.9% | -7.2% |
| 3M | -14.0% | +11.2% | -25.2% | -17.6% |
| 6M | -5.1% | +14.0% | -19.0% | -10.0% |
| YTD | +18.0% | +5.5% | +12.6% | +15.0% |
| 1Y | +36.5% | -1.1% | +37.6% | +36.2% |
| 3Y | +34.8% | +21.2% | +13.6% | +21.8% |
| 5Y | +21.4% | +16.4% | +5.0% | +7.6% |
| 10Y | +178.0% | +77.9% | +100.1% | +101.0% |
| All | +3,834.6% | +287.2% | +3,547.4% | +1,659.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 all: compounded portfolio wealth divided by compounded SNY 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…
all analysis · Full analysis span regression · 6 months rolling