+9,278.3%
JBHT vs TAP
+885.3%
+8,393.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -2.0% | +0.5% |
| 7D | +1.7% | +9.9% | -8.2% | -0.2% |
| 30D | -1.2% | +18.1% | -19.3% | -4.3% |
| 3M | -17.1% | +3.2% | -20.3% | -17.9% |
| 6M | -4.4% | +8.4% | -12.8% | -6.3% |
| YTD | +17.5% | -4.4% | +21.9% | +17.7% |
| 1Y | +32.6% | +3.2% | +29.4% | +30.9% |
| 3Y | +33.0% | -18.6% | +51.6% | +36.5% |
| 5Y | +20.3% | +10.1% | +10.2% | +16.3% |
| 10Y | +209.1% | -45.2% | +254.3% | +224.0% |
| All | +9,278.3% | +885.3% | +8,393.0% | +6,580.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 all: compounded portfolio wealth divided by compounded TAP 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…
all analysis · Full analysis span regression · 6 months rolling