+229.1%
LUNR vs JBHT
+51.6%
+177.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.7% |
| 7D | -3.6% | +4.9% | -8.5% | -6.0% |
| 30D | +5.9% | +0.6% | +5.3% | +5.7% |
| 3M | -56.0% | -3.2% | -52.8% | -55.4% |
| 6M | -20.5% | +17.0% | -37.4% | -27.6% |
| YTD | -8.7% | +41.7% | -50.4% | -24.3% |
| 1Y | +75.9% | +90.0% | -14.1% | +25.2% |
| All | +229.1% | +51.6% | +177.6% | +125.3% |
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