+3,663.5%
PANW vs JBHT
+472.8%
+3,190.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.6% |
| 7D | -10.3% | +4.9% | -15.2% | -11.8% |
| 30D | -8.1% | +0.6% | -8.7% | -8.4% |
| 3M | +19.3% | -3.2% | +22.5% | +20.3% |
| 6M | +110.2% | +17.0% | +93.2% | +96.8% |
| YTD | +80.9% | +41.7% | +39.3% | +57.5% |
| 1Y | +73.3% | +90.0% | -16.7% | +33.3% |
| 3Y | +174.6% | +47.0% | +127.6% | +125.7% |
| 5Y | +327.1% | +58.3% | +268.7% | +233.5% |
| 10Y | +1,277.3% | +273.9% | +1,003.4% | +569.5% |
| All | +3,663.5% | +472.8% | +3,190.7% | +1,383.4% |
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 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