+22.4%
JBHT vs UUUU
-40.6%
+63.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.3% | +3.6% | +2.4% |
| 7D | +7.0% | -1.1% | +8.1% | +7.1% |
| 30D | +0.5% | -21.0% | +21.5% | +2.1% |
| 3M | -17.4% | -54.8% | +37.4% | -12.9% |
| 6M | -1.7% | -67.3% | +65.6% | +5.5% |
| YTD | +20.7% | -54.7% | +75.4% | +24.5% |
| 1Y | +41.1% | -57.4% | +98.5% | +45.8% |
| 3Y | +38.0% | -19.6% | +57.6% | +23.8% |
| All | +22.4% | -40.6% | +63.0% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling