-2.5%
MDLN vs JBHT
+17.1%
-19.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | +0.6% | +4.2% | -3.6% | +0.1% |
| 30D | +12.0% | -0.4% | +12.4% | +12.0% |
| 3M | +12.6% | -17.3% | +30.0% | +13.8% |
| 6M | +3.7% | -3.5% | +7.2% | +4.0% |
| YTD | -4.8% | +18.0% | -22.8% | +4.4% |
| All | -2.5% | +17.1% | -19.6% | +7.1% |
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