+33.9%
JBHT vs STLA
-57.6%
+91.5%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +0.2% | -6.4% | +6.6% | +1.2% |
| 30D | -2.2% | -1.3% | -0.8% | -2.0% |
| 3M | -16.5% | -19.9% | +3.5% | -13.3% |
| 6M | -8.4% | -42.9% | +34.5% | +0.5% |
| YTD | +16.1% | -59.4% | +75.5% | +33.9% |
| All | +33.9% | -57.6% | +91.5% | +51.5% |
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