+18.5%
JBHT vs SUI
-25.7%
+44.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.2% | -3.8% |
| 7D | -1.4% | +8.8% | -10.1% | -4.1% |
| 30D | -3.1% | +8.9% | -12.0% | -5.9% |
| 3M | -19.5% | +2.0% | -21.6% | -20.3% |
| 6M | -9.6% | -0.6% | -8.9% | -9.8% |
| YTD | +13.3% | +1.3% | +12.0% | +12.1% |
| 1Y | +29.7% | +1.3% | +28.4% | +28.2% |
| 3Y | +28.3% | +16.3% | +12.0% | +18.0% |
| 5Y | +18.5% | -25.1% | +43.5% | +32.4% |
| All | +18.5% | -25.7% | +44.1% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling