+184.7%
JBHT vs UUUU
+458.0%
-273.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +9.8% | -6.6% | +2.4% |
| 7D | +0.2% | -1.1% | +1.3% | +0.3% |
| 30D | -2.2% | -26.6% | +24.5% | 0.0% |
| 3M | -16.5% | -48.3% | +31.8% | -12.5% |
| 6M | -8.4% | -65.8% | +57.4% | -1.6% |
| YTD | +16.1% | -49.7% | +65.8% | +19.4% |
| 1Y | +31.9% | -53.3% | +85.2% | +36.1% |
| 3Y | +34.1% | -7.4% | +41.5% | +23.0% |
| 5Y | +20.1% | -33.4% | +53.5% | +9.1% |
| 10Y | +184.7% | +441.5% | -256.8% | +93.5% |
| All | +184.7% | +458.0% | -273.4% | +93.5% |
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