+423.5%
LIN vs JBHT
+194.3%
+229.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | +0.3% |
| 7D | +3.6% | -1.4% | +5.0% | +4.0% |
| 30D | +6.4% | -3.1% | +9.5% | +7.2% |
| 3M | +6.5% | -19.5% | +26.0% | +12.3% |
| 6M | +4.9% | -9.6% | +14.4% | +6.2% |
| YTD | +23.4% | +13.3% | +10.1% | +15.9% |
| 1Y | +26.3% | +29.7% | -3.4% | +13.5% |
| 3Y | +38.0% | +28.3% | +9.7% | +19.6% |
| 5Y | +68.0% | +18.5% | +49.5% | +46.1% |
| All | +423.5% | +194.3% | +229.2% | +217.5% |
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