+29.8%
JBHT vs UUUU
-57.7%
+87.5%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.7% | -0.7% |
| 7D | -1.6% | -13.6% | +12.0% | -0.9% |
| 30D | -2.3% | -35.1% | +32.8% | -0.6% |
| 3M | -18.5% | -48.4% | +29.9% | -16.3% |
| 6M | -11.3% | -71.7% | +60.4% | -6.2% |
| YTD | +12.6% | -54.2% | +66.8% | +14.6% |
| 1Y | +29.8% | -56.0% | +85.7% | +32.0% |
| All | +29.8% | -57.7% | +87.5% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling