+74.4%
NFLX vs JBHT
+47.5%
+26.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.8% | -8.2% | -5.5% |
| 7D | -4.2% | +4.9% | -9.1% | -4.4% |
| 30D | +5.5% | +0.6% | +4.9% | +5.4% |
| 3M | -4.1% | -3.2% | -0.9% | -3.9% |
| 6M | -20.7% | +17.0% | -37.6% | -21.4% |
| YTD | -16.5% | +41.7% | -58.2% | -17.9% |
| 1Y | -37.8% | +90.0% | -127.8% | -39.8% |
| All | +74.4% | +47.5% | +26.9% | +71.8% |
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