+187.8%
JBHT vs SSNC
+172.0%
+15.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | -1.6% | -3.3% | +1.7% | -0.2% |
| 30D | -2.3% | -1.3% | -1.0% | -2.0% |
| 3M | -18.5% | -2.3% | -16.1% | -17.9% |
| 6M | -11.3% | +12.6% | -23.9% | -16.5% |
| YTD | +12.6% | -10.1% | +22.7% | +15.9% |
| 1Y | +29.8% | -6.6% | +36.3% | +31.2% |
| 3Y | +28.1% | +54.0% | -25.9% | +3.8% |
| 5Y | +17.7% | +7.0% | +10.7% | +9.2% |
| All | +187.8% | +172.0% | +15.7% | +101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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