+860.8%
JBHT vs UEC
-2.6%
+863.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.9% | +6.3% | -2.7% |
| 7D | -1.4% | -20.5% | +19.1% | +0.5% |
| 30D | -3.1% | -35.9% | +32.8% | +0.4% |
| 3M | -19.5% | -39.6% | +20.0% | -16.5% |
| 6M | -9.6% | -55.3% | +45.7% | -4.6% |
| YTD | +13.3% | -44.5% | +57.8% | +16.6% |
| 1Y | +29.7% | -50.4% | +80.1% | +34.2% |
| 3Y | +28.3% | +12.1% | +16.2% | +19.3% |
| 5Y | +18.5% | +41.5% | -23.0% | +3.1% |
| 10Y | +198.1% | +644.8% | -446.7% | +103.1% |
| All | +860.8% | -2.6% | +863.3% | +460.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling