+198.0%
MET vs JBHT
+186.6%
+11.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | +1.8% | +0.9% | +0.8% | +1.4% |
| 30D | +4.8% | -1.1% | +5.9% | +5.2% |
| 3M | +6.2% | -14.8% | +21.0% | +12.7% |
| 6M | +33.8% | -7.4% | +41.3% | +35.4% |
| YTD | +33.3% | +17.3% | +16.0% | +19.3% |
| 1Y | +36.3% | +35.3% | +1.0% | +13.7% |
| 3Y | +84.6% | +33.9% | +50.6% | +46.3% |
| 5Y | +87.7% | +22.5% | +65.1% | +49.6% |
| 10Y | +198.0% | +181.3% | +16.6% | +27.4% |
| All | +198.0% | +186.6% | +11.4% | +27.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling