+16.1%
JBHT vs TPG
+80.3%
-64.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +0.9% | +2.0% | -1.1% | +0.3% |
| 30D | -1.1% | +9.1% | -10.2% | -3.9% |
| 3M | -14.8% | +1.0% | -15.8% | -15.5% |
| 6M | -7.4% | +13.3% | -20.8% | -11.9% |
| YTD | +17.3% | -19.8% | +37.1% | +23.7% |
| 1Y | +35.3% | -6.2% | +41.6% | +35.0% |
| 3Y | +33.9% | +75.4% | -41.4% | +4.1% |
| All | +16.1% | +80.3% | -64.2% | -17.9% |
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