+274.2%
JBHT vs SONY
+283.6%
-9.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +3.3% |
| 7D | +4.9% | -1.2% | +6.0% | +5.2% |
| 30D | +0.6% | +9.4% | -8.9% | -2.4% |
| 3M | -3.2% | +10.5% | -13.7% | -6.7% |
| 6M | +17.0% | +11.7% | +5.3% | +11.9% |
| YTD | +41.7% | -4.1% | +45.7% | +42.2% |
| 1Y | +90.0% | -11.8% | +101.8% | +94.9% |
| 3Y | +47.0% | +45.9% | +1.1% | +24.9% |
| 5Y | +58.3% | +16.3% | +42.0% | +41.8% |
| All | +274.2% | +283.6% | -9.4% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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