+40.7%
JBHT vs TPG
+85.9%
-45.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.3% | +3.7% | +1.4% |
| 7D | +7.1% | -2.9% | +10.0% | +8.0% |
| 30D | +2.3% | +5.0% | -2.7% | +0.6% |
| 3M | -4.5% | +24.9% | -29.4% | -11.4% |
| 6M | +29.2% | +21.1% | +8.1% | +20.3% |
| YTD | +42.2% | -17.3% | +59.4% | +48.9% |
| 1Y | +93.7% | -9.8% | +103.6% | +95.7% |
| 3Y | +53.2% | +95.4% | -42.2% | +15.1% |
| All | +40.7% | +85.9% | -45.2% | -1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling