+1,275.6%
PANW vs JBHT
+276.8%
+998.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | -6.9% | +7.1% | -14.1% | -9.0% |
| 30D | -7.4% | +2.3% | -9.7% | -8.2% |
| 3M | +26.5% | -4.5% | +31.0% | +28.0% |
| 6M | +104.2% | +29.2% | +74.9% | +86.6% |
| YTD | +82.9% | +42.2% | +40.8% | +61.2% |
| 1Y | +70.7% | +93.7% | -23.0% | +33.7% |
| 3Y | +170.9% | +53.2% | +117.8% | +123.5% |
| 5Y | +334.1% | +62.4% | +271.7% | +244.2% |
| 10Y | +1,275.6% | +274.7% | +1,000.9% | +610.9% |
| All | +1,275.6% | +276.8% | +998.8% | +610.9% |
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