+1,150.1%
JBL vs JBHT
+186.6%
+963.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.5% |
| 7D | -8.1% | +0.9% | -9.0% | -8.3% |
| 30D | -18.4% | -1.1% | -17.3% | -18.1% |
| 3M | -25.8% | -14.8% | -11.0% | -20.7% |
| 6M | -29.6% | -7.4% | -22.2% | -28.3% |
| YTD | +9.6% | +17.3% | -7.7% | -0.8% |
| 1Y | +14.1% | +35.3% | -21.3% | -3.8% |
| 3Y | +95.9% | +33.9% | +61.9% | +58.5% |
| 5Y | +298.3% | +22.5% | +275.8% | +229.1% |
| 10Y | +1,150.1% | +181.3% | +968.7% | +559.2% |
| All | +1,150.1% | +186.6% | +963.5% | +559.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 10y: compounded portfolio wealth divided by compounded JBHT 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…
10y analysis · Full analysis span regression · 6 months rolling