+112.5%
NET vs JBHT
+58.3%
+54.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -3.4% |
| 7D | -7.0% | +4.9% | -11.9% | -9.2% |
| 30D | -4.8% | +0.6% | -5.4% | -5.0% |
| 3M | +3.8% | -3.2% | +7.0% | +5.0% |
| 6M | +50.0% | +17.0% | +33.1% | +35.7% |
| YTD | +41.5% | +41.7% | -0.2% | +13.9% |
| 1Y | +32.8% | +90.0% | -57.2% | -12.4% |
| 3Y | +335.9% | +47.0% | +288.9% | +229.4% |
| All | +112.5% | +58.3% | +54.2% | +49.6% |
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