+36.5%
JBHT vs TRU
+2.0%
+34.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | -0.1% | +24.3% | -24.3% | -3.6% |
| 3M | -14.0% | +2.3% | -16.3% | -14.9% |
| 6M | -5.1% | +17.7% | -22.8% | -8.1% |
| YTD | +18.0% | -3.8% | +21.8% | +18.0% |
| 1Y | +36.5% | -0.3% | +36.8% | +34.2% |
| All | +36.5% | +2.0% | +34.5% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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