+273.3%
JBHT vs SUI
+110.1%
+163.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.2% | +2.9% |
| 7D | +4.9% | -2.8% | +7.7% | +5.8% |
| 30D | +0.6% | -1.2% | +1.8% | +0.9% |
| 3M | -3.2% | -1.7% | -1.5% | -2.8% |
| 6M | +17.0% | -10.5% | +27.4% | +20.9% |
| YTD | +41.7% | -1.8% | +43.5% | +41.8% |
| 1Y | +90.0% | -4.1% | +94.1% | +91.3% |
| 3Y | +47.0% | +11.3% | +35.7% | +38.0% |
| 5Y | +58.3% | -32.1% | +90.4% | +74.5% |
| All | +273.3% | +110.1% | +163.2% | +225.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling