+86.8%
MET vs JBHT
+31.9%
+55.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.1% | +0.3% | +2.7% |
| 7D | +1.3% | +0.4% | +0.9% | +1.2% |
| 30D | +4.0% | -2.0% | +6.0% | +4.5% |
| 3M | +4.6% | -16.3% | +20.9% | +8.3% |
| 6M | +32.8% | -8.2% | +41.1% | +33.7% |
| YTD | +32.3% | +16.3% | +16.0% | +24.5% |
| 1Y | +37.1% | +32.2% | +4.9% | +24.6% |
| 3Y | +86.8% | +34.4% | +52.4% | +63.0% |
| All | +86.8% | +31.9% | +55.0% | +63.0% |
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