+37.1%
JBHT vs TPG
+78.6%
-41.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.9% | +1.4% | -1.4% |
| 7D | +2.9% | -6.5% | +9.4% | +5.0% |
| 30D | +0.6% | +0.1% | +0.5% | +0.4% |
| 3M | -6.6% | +14.5% | -21.1% | -10.9% |
| 6M | +23.6% | +17.3% | +6.3% | +16.1% |
| YTD | +38.6% | -20.5% | +59.1% | +46.9% |
| 1Y | +91.5% | -13.2% | +104.7% | +95.7% |
| 3Y | +49.3% | +87.7% | -38.4% | +13.6% |
| All | +37.1% | +78.6% | -41.5% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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