+1,200.8%
JBHT vs UUUU
-92.0%
+1,292.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.8% |
| 7D | +4.9% | -1.4% | +6.2% | +5.0% |
| 30D | +0.6% | +16.3% | -15.7% | -0.3% |
| 3M | -3.2% | -16.7% | +13.5% | -2.6% |
| 6M | +17.0% | -33.7% | +50.6% | +18.6% |
| YTD | +41.7% | -0.5% | +42.1% | +39.8% |
| 1Y | +90.0% | +28.9% | +61.1% | +82.7% |
| 3Y | +47.0% | +99.9% | -52.9% | +35.0% |
| 5Y | +58.3% | +135.3% | -77.0% | +41.2% |
| 10Y | +273.9% | +518.4% | -244.5% | +199.8% |
| All | +1,200.8% | -92.0% | +1,292.8% | +948.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling