+187.8%
JBHT vs SUI
+115.7%
+72.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | -1.6% | +6.2% | -7.8% | -3.6% |
| 30D | -2.3% | +8.6% | -10.9% | -5.1% |
| 3M | -18.5% | +1.0% | -19.5% | -18.9% |
| 6M | -11.3% | -2.6% | -8.7% | -10.9% |
| YTD | +12.6% | -0.1% | +12.7% | +11.9% |
| 1Y | +29.8% | +0.5% | +29.3% | +28.6% |
| 3Y | +28.1% | +15.3% | +12.8% | +18.8% |
| 5Y | +17.7% | -26.1% | +43.8% | +26.1% |
| All | +187.8% | +115.7% | +72.0% | +148.4% |
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