-14.7%
JBLU vs JBHT
+27.4%
-42.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.7% | +5.8% | +5.6% |
| 7D | +28.8% | -1.6% | +30.4% | +30.2% |
| 30D | -7.6% | -2.3% | -5.3% | -6.1% |
| 3M | -40.7% | -18.5% | -22.3% | -34.0% |
| 6M | -27.2% | -11.3% | -15.9% | -24.3% |
| YTD | -19.3% | +12.6% | -31.9% | -28.1% |
| 1Y | -13.6% | +29.8% | -43.4% | -29.5% |
| 3Y | -14.7% | +28.1% | -42.7% | -43.9% |
| All | -14.7% | +27.4% | -42.0% | -43.9% |
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