+9,221.3%
JBHT vs UTHR
+7,123.9%
+2,097.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.9% |
| 7D | +4.9% | -5.4% | +10.3% | +5.6% |
| 30D | +0.6% | -6.0% | +6.6% | +1.3% |
| 3M | -3.2% | -11.0% | +7.8% | -1.9% |
| 6M | +17.0% | -0.5% | +17.5% | +16.6% |
| YTD | +41.7% | +0.1% | +41.6% | +40.7% |
| 1Y | +90.0% | +28.2% | +61.8% | +82.5% |
| 3Y | +47.0% | +113.8% | -66.8% | +29.8% |
| 5Y | +58.3% | +131.3% | -73.0% | +36.8% |
| 10Y | +273.9% | +296.7% | -22.8% | +192.0% |
| All | +9,221.3% | +7,123.9% | +2,097.5% | +6,506.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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