+51.5%
JBHT vs SOXQ
+233.6%
-182.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.5% | +1.8% |
| 7D | +4.9% | +2.3% | +2.5% | +4.2% |
| 30D | +0.6% | -2.3% | +2.8% | +1.3% |
| 3M | -3.2% | -13.8% | +10.6% | -0.3% |
| 6M | +17.0% | +48.6% | -31.7% | -0.4% |
| YTD | +41.7% | +66.0% | -24.3% | +15.7% |
| 1Y | +90.0% | +107.9% | -17.9% | +42.5% |
| All | +51.5% | +233.6% | -182.1% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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