+187.8%
JBHT vs UEC
+704.7%
-516.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.8% | -7.4% | -1.3% |
| 7D | -1.6% | -10.2% | +8.6% | -0.7% |
| 30D | -2.3% | -26.9% | +24.6% | +0.4% |
| 3M | -18.5% | -35.7% | +17.2% | -15.5% |
| 6M | -11.3% | -56.1% | +44.9% | -5.6% |
| YTD | +12.6% | -40.8% | +53.3% | +15.4% |
| 1Y | +29.8% | -43.4% | +73.1% | +33.0% |
| 3Y | +28.1% | +25.4% | +2.7% | +15.5% |
| 5Y | +17.7% | +51.1% | -33.4% | -1.8% |
| All | +187.8% | +704.7% | -516.9% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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