+29.7%
JBHT vs STLA
-55.9%
+85.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.5% | +1.0% | -2.9% |
| 7D | -1.4% | -5.5% | +4.1% | -0.6% |
| 30D | -3.1% | -3.7% | +0.6% | -2.5% |
| 3M | -19.5% | -21.1% | +1.6% | -16.2% |
| 6M | -9.6% | -38.3% | +28.8% | -2.0% |
| YTD | +13.3% | -59.2% | +72.5% | +30.5% |
| 1Y | +29.7% | -56.7% | +86.4% | +45.5% |
| All | +29.7% | -55.9% | +85.5% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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