+146.2%
LEN vs JBHT
+183.5%
-37.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.7% |
| 7D | -6.4% | +0.5% | -6.8% | -6.6% |
| 30D | +15.6% | -0.1% | +15.7% | +15.6% |
| 3M | -0.8% | -14.0% | +13.3% | +5.7% |
| 6M | +0.4% | -5.1% | +5.4% | +0.8% |
| YTD | -14.1% | +18.0% | -32.2% | -23.2% |
| 1Y | -29.6% | +36.5% | -66.2% | -41.6% |
| 3Y | -23.1% | +34.8% | -57.9% | -38.2% |
| 5Y | -8.9% | +21.4% | -30.3% | -24.6% |
| 10Y | +146.2% | +178.0% | -31.7% | +26.4% |
| All | +146.2% | +183.5% | -37.2% | +26.4% |
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