+209.1%
JBHT vs SUI
+119.7%
+89.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.2% | -4.1% | -0.6% |
| 7D | +1.7% | +10.0% | -8.3% | -1.5% |
| 30D | -1.2% | +8.4% | -9.6% | -4.0% |
| 3M | -17.1% | +0.7% | -17.8% | -17.5% |
| 6M | -4.4% | -0.9% | -3.5% | -4.6% |
| YTD | +17.5% | +0.6% | +16.8% | +16.5% |
| 1Y | +32.6% | +0.8% | +31.8% | +31.3% |
| 3Y | +33.0% | +15.5% | +17.5% | +23.4% |
| 5Y | +20.3% | -25.9% | +46.2% | +28.8% |
| 10Y | +209.1% | +119.5% | +89.5% | +166.5% |
| All | +209.1% | +119.7% | +89.4% | +166.5% |
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