+48.3%
MAR vs JBHT
+36.3%
+11.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +1.0% | +0.5% | +0.5% | +0.9% |
| 30D | +16.2% | -0.1% | +16.3% | +16.1% |
| 3M | +23.1% | -14.0% | +37.1% | +26.5% |
| 6M | +22.0% | -5.1% | +27.0% | +19.4% |
| YTD | +39.2% | +18.0% | +21.1% | +23.8% |
| 1Y | +48.3% | +36.5% | +11.7% | +21.3% |
| All | +48.3% | +36.3% | +11.9% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling