+28.9%
JBHT vs URA
+30.2%
-1.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.3% | +1.7% | -3.1% |
| 7D | -1.4% | -13.3% | +11.9% | -0.2% |
| 30D | -3.1% | -25.9% | +22.8% | -0.7% |
| 3M | -19.5% | -27.8% | +8.2% | -17.4% |
| 6M | -9.6% | -42.8% | +33.3% | -5.5% |
| YTD | +13.3% | -27.5% | +40.8% | +15.8% |
| 1Y | +29.7% | -35.1% | +64.8% | +33.4% |
| All | +28.9% | +30.2% | -1.3% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling