+341.5%
ONTO vs JBHT
+99.1%
+242.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.6% | -12.0% | -13.3% |
| 7D | -29.7% | -1.4% | -28.3% | -28.9% |
| 30D | -50.3% | -3.1% | -47.2% | -49.4% |
| 3M | -43.5% | -19.5% | -23.9% | -35.6% |
| 6M | -48.9% | -9.6% | -39.3% | -46.5% |
| YTD | -1.2% | +13.3% | -14.5% | -11.2% |
| 1Y | +14.9% | +29.7% | -14.8% | -5.4% |
| 3Y | +31.2% | +28.3% | +2.9% | +4.5% |
| 5Y | +68.1% | +18.5% | +49.6% | +38.1% |
| All | +341.5% | +99.1% | +242.5% | +109.2% |
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