+10,545.1%
LIN vs JBHT
+7,256.1%
+3,289.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.6% |
| 7D | -2.1% | +4.9% | -7.0% | -3.3% |
| 30D | -2.4% | +0.6% | -3.0% | -2.8% |
| 3M | -5.6% | -3.2% | -2.4% | -5.3% |
| 6M | -3.4% | +17.0% | -20.3% | -7.7% |
| YTD | +13.1% | +41.7% | -28.5% | +3.0% |
| 1Y | +2.5% | +90.0% | -87.5% | -13.9% |
| 3Y | +27.6% | +47.0% | -19.4% | +11.9% |
| 5Y | +63.0% | +58.3% | +4.7% | +38.6% |
| 10Y | +359.3% | +273.9% | +85.4% | +213.3% |
| All | +10,545.1% | +7,256.1% | +3,289.0% | +3,808.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling