+177.0%
JBL vs JBHT
+47.5%
+129.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +0.5% |
| 7D | +3.0% | +4.9% | -1.9% | +1.3% |
| 30D | -8.3% | +0.6% | -8.8% | -8.4% |
| 3M | -16.9% | -3.2% | -13.7% | -16.1% |
| 6M | +21.8% | +17.0% | +4.8% | +14.6% |
| YTD | +36.3% | +41.7% | -5.3% | +20.2% |
| 1Y | +49.5% | +90.0% | -40.5% | +18.3% |
| All | +177.0% | +47.5% | +129.5% | +132.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling