+35.5%
JBHT vs TDY
+25.8%
+9.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +4.2% | +9.4% | -5.3% | +0.8% |
| 30D | -0.4% | +5.9% | -6.3% | -2.9% |
| 3M | -17.3% | -5.7% | -11.7% | -15.6% |
| 6M | -3.5% | +2.4% | -5.9% | -5.1% |
| YTD | +18.0% | +26.8% | -8.8% | +4.5% |
| 1Y | +35.5% | +24.7% | +10.9% | +21.3% |
| All | +35.5% | +25.8% | +9.7% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 1y: compounded portfolio wealth divided by compounded TDY 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…
1y analysis · Full analysis span regression · 6 months rolling