+93.7%
JBHT vs UMAC
+168.1%
-74.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | UMAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +9.3% | -9.0% | +0.3% |
| 7D | +7.1% | +14.7% | -7.6% | +7.1% |
| 30D | +2.3% | -0.5% | +2.8% | +2.3% |
| 3M | -4.5% | +0.5% | -5.0% | -4.3% |
| 6M | +29.2% | +57.9% | -28.7% | +28.8% |
| YTD | +42.2% | +103.9% | -61.7% | +42.0% |
| 1Y | +93.7% | +159.3% | -65.5% | +90.7% |
| All | +93.7% | +168.1% | -74.4% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UMAC.
Daily Out/Under-Performance
Portfolio return minus UMAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMAC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded UMAC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling