+178.0%
JBHT vs SSNC
+186.8%
-8.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | +0.5% | -0.2% | +0.6% | +0.6% |
| 30D | -0.1% | -1.9% | +1.8% | +0.5% |
| 3M | -14.0% | -0.2% | -13.9% | -14.2% |
| 6M | -5.1% | +19.4% | -24.5% | -12.9% |
| YTD | +18.0% | -8.1% | +26.1% | +20.4% |
| 1Y | +36.5% | -5.3% | +41.8% | +37.3% |
| 3Y | +34.8% | +56.9% | -22.1% | +8.2% |
| 5Y | +21.4% | +8.0% | +13.4% | +12.1% |
| 10Y | +178.0% | +183.6% | -5.6% | +89.1% |
| All | +178.0% | +186.8% | -8.9% | +89.1% |
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