+332.2%
PANW vs JBHT
+58.3%
+273.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.4% |
| 7D | -10.3% | +4.9% | -15.2% | -11.5% |
| 30D | -8.1% | +0.6% | -8.7% | -8.3% |
| 3M | +19.3% | -3.2% | +22.5% | +20.1% |
| 6M | +110.2% | +17.0% | +93.2% | +99.3% |
| YTD | +80.9% | +41.7% | +39.3% | +61.3% |
| 1Y | +73.3% | +90.0% | -16.7% | +39.0% |
| 3Y | +174.6% | +47.0% | +127.6% | +133.6% |
| All | +332.2% | +58.3% | +273.9% | +250.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling