+90.0%
JBHT vs SUI
-2.0%
+92.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.2% | +2.8% |
| 7D | +4.9% | -2.8% | +7.7% | +5.1% |
| 30D | +0.6% | -1.2% | +1.8% | +0.6% |
| 3M | -3.2% | -1.7% | -1.5% | -3.1% |
| 6M | +17.0% | -10.5% | +27.4% | +17.9% |
| YTD | +41.7% | -1.8% | +43.5% | +42.9% |
| 1Y | +90.0% | -4.1% | +94.1% | +93.6% |
| All | +90.0% | -2.0% | +92.0% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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