+3,636.8%
PANW vs JBHT
+369.3%
+3,267.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.1% | +2.3% | +4.4% |
| 7D | -5.9% | +0.2% | -6.2% | -5.9% |
| 30D | -21.0% | -2.2% | -18.8% | -20.4% |
| 3M | -9.1% | -16.5% | +7.4% | -3.9% |
| 6M | +59.2% | -8.4% | +67.6% | +62.5% |
| YTD | +79.6% | +16.1% | +63.6% | +66.7% |
| 1Y | +55.9% | +31.9% | +23.9% | +37.7% |
| 3Y | +172.8% | +34.1% | +138.7% | +129.3% |
| 5Y | +287.5% | +20.1% | +267.4% | +233.7% |
| 10Y | +1,148.5% | +184.7% | +963.8% | +573.0% |
| All | +3,636.8% | +369.3% | +3,267.4% | +1,469.7% |
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