+8.5%
LUNR vs JBHT
+13.1%
-4.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | -0.7% | +22.1% | +21.6% |
| 7D | -1.9% | -1.6% | -0.3% | -1.5% |
| 30D | -27.3% | -2.3% | -25.1% | -27.0% |
| 3M | -29.9% | -18.5% | -11.4% | -27.5% |
| 6M | -60.2% | -11.3% | -49.0% | -59.5% |
| YTD | -35.5% | +12.6% | -48.1% | -36.0% |
| 1Y | +9.5% | +29.8% | -20.2% | +7.6% |
| 3Y | +226.2% | +28.1% | +198.1% | +204.8% |
| All | +8.5% | +13.1% | -4.6% | +2.3% |
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 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