+16.8%
JBHT vs URA
+33.4%
-16.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.0% | -1.3% |
| 7D | -1.6% | -4.1% | +2.5% | -1.0% |
| 30D | -2.3% | -19.0% | +16.7% | +0.7% |
| 3M | -18.5% | -25.1% | +6.7% | -15.0% |
| 6M | -11.3% | -44.5% | +33.2% | -3.5% |
| YTD | +12.6% | -24.3% | +36.9% | +15.3% |
| 1Y | +29.8% | -28.1% | +57.9% | +33.8% |
| 3Y | +28.1% | +40.7% | -12.6% | +8.6% |
| All | +16.8% | +33.4% | -16.6% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling