+264.0%
PANW vs JBHT
+17.1%
+246.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | -14.2% | -1.6% | -12.6% | -13.8% |
| 30D | -22.6% | -2.3% | -20.3% | -22.1% |
| 3M | -12.7% | -18.5% | +5.8% | -7.9% |
| 6M | +70.9% | -11.3% | +82.1% | +75.5% |
| YTD | +70.4% | +12.6% | +57.8% | +61.1% |
| 1Y | +48.5% | +29.8% | +18.7% | +33.9% |
| 3Y | +164.8% | +28.1% | +136.8% | +129.4% |
| All | +264.0% | +17.1% | +246.9% | +212.9% |
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 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