+69.4%
LIN vs JBHT
+21.5%
+47.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.4% |
| 7D | +3.3% | +1.7% | +1.6% | +2.9% |
| 30D | +8.8% | -1.2% | +9.9% | +8.9% |
| 3M | +8.6% | -17.1% | +25.8% | +12.0% |
| 6M | +7.0% | -4.4% | +11.4% | +6.7% |
| YTD | +24.3% | +17.5% | +6.8% | +18.0% |
| 1Y | +27.3% | +32.6% | -5.3% | +17.5% |
| 3Y | +38.9% | +33.0% | +5.9% | +24.4% |
| 5Y | +69.4% | +20.3% | +49.0% | +50.4% |
| All | +69.4% | +21.5% | +47.9% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling