+274.7%
JBHT vs UUUU
+519.5%
-244.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.7% | +0.3% |
| 7D | +7.1% | +2.8% | +4.3% | +6.9% |
| 30D | +2.3% | +3.4% | -1.1% | +2.0% |
| 3M | -4.5% | -3.9% | -0.6% | -4.6% |
| 6M | +29.2% | -23.2% | +52.4% | +30.4% |
| YTD | +42.2% | +0.6% | +41.6% | +39.2% |
| 1Y | +93.7% | +22.9% | +70.9% | +82.4% |
| 3Y | +53.2% | +98.6% | -45.4% | +32.9% |
| 5Y | +62.4% | +130.2% | -67.8% | +34.1% |
| 10Y | +274.7% | +519.5% | -244.8% | +144.5% |
| All | +274.7% | +519.5% | -244.8% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling