+28.1%
JBHT vs SSNC
+54.4%
-26.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | -1.6% | -3.3% | +1.7% | -0.3% |
| 30D | -2.3% | -1.3% | -1.0% | -2.0% |
| 3M | -18.5% | -2.3% | -16.1% | -18.0% |
| 6M | -11.3% | +12.6% | -23.9% | -16.0% |
| YTD | +12.6% | -10.1% | +22.7% | +18.5% |
| 1Y | +29.8% | -6.6% | +36.3% | +33.3% |
| 3Y | +28.1% | +54.0% | -25.9% | -6.2% |
| All | +28.1% | +54.4% | -26.3% | -6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling