+50.6%
JBHT vs UUUU
+94.2%
-43.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.8% |
| 7D | +4.9% | -1.4% | +6.2% | +4.9% |
| 30D | +0.6% | +16.3% | -15.7% | +0.1% |
| 3M | -3.2% | -16.7% | +13.5% | -2.8% |
| 6M | +17.0% | -33.7% | +50.6% | +17.8% |
| YTD | +41.7% | -0.5% | +42.1% | +40.9% |
| 1Y | +90.0% | +28.9% | +61.1% | +80.5% |
| All | +50.6% | +94.2% | -43.6% | +31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling