+185.5%
PAAS vs JBHT
+186.6%
-1.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.9% | -6.7% | -6.0% |
| 7D | +4.2% | +0.9% | +3.2% | +4.0% |
| 30D | -13.8% | -1.1% | -12.7% | -13.7% |
| 3M | -22.7% | -14.8% | -7.9% | -20.7% |
| 6M | -32.1% | -7.4% | -24.6% | -31.7% |
| YTD | -22.3% | +17.3% | -39.6% | -25.3% |
| 1Y | +7.7% | +35.3% | -27.7% | +0.8% |
| 3Y | +214.0% | +33.9% | +180.1% | +189.0% |
| 5Y | +63.2% | +22.5% | +40.7% | +50.7% |
| 10Y | +185.5% | +181.3% | +4.2% | +192.2% |
| All | +185.5% | +186.6% | -1.1% | +192.2% |
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