+34.9%
JBHT vs UUUU
-16.0%
+50.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | +0.1% |
| 7D | +4.2% | +1.4% | +2.8% | +4.1% |
| 30D | -0.4% | -27.9% | +27.5% | +0.4% |
| 3M | -17.3% | -53.8% | +36.5% | -15.7% |
| 6M | -3.5% | -68.1% | +64.6% | -0.7% |
| YTD | +18.0% | -54.1% | +72.1% | +19.8% |
| 1Y | +35.5% | -57.8% | +93.3% | +37.7% |
| All | +34.9% | -16.0% | +50.9% | +19.9% |
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