+423.1%
ONTO vs JBHT
+106.4%
+316.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +1.1% | -9.8% | -9.4% |
| 7D | -17.4% | +1.7% | -19.1% | -18.3% |
| 30D | -43.2% | -1.2% | -42.0% | -43.1% |
| 3M | -35.7% | -17.1% | -18.6% | -28.4% |
| 6M | -38.3% | -4.4% | -33.9% | -37.9% |
| YTD | +17.1% | +17.5% | -0.4% | +2.4% |
| 1Y | +43.1% | +32.6% | +10.6% | +15.7% |
| 3Y | +55.4% | +33.0% | +22.4% | +20.6% |
| 5Y | +111.2% | +20.3% | +90.9% | +71.1% |
| All | +423.1% | +106.4% | +316.7% | +141.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling