+35.3%
JBHT vs SONY
-4.4%
+39.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.0% |
| 7D | +0.9% | +5.2% | -4.3% | +0.2% |
| 30D | -1.1% | +10.7% | -11.8% | -2.5% |
| 3M | -14.8% | +12.1% | -26.9% | -16.3% |
| 6M | -7.4% | +32.6% | -40.0% | -12.6% |
| YTD | +17.3% | +4.3% | +13.0% | +14.0% |
| 1Y | +35.3% | -4.5% | +39.8% | +32.0% |
| All | +35.3% | -4.4% | +39.7% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling