+161.3%
PAYX vs JBHT
+276.8%
-115.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.1% |
| 7D | -6.9% | +7.1% | -14.1% | -9.2% |
| 30D | -2.6% | +2.3% | -4.9% | -3.7% |
| 3M | +19.4% | -4.5% | +23.9% | +20.7% |
| 6M | +18.7% | +29.2% | -10.6% | +6.6% |
| YTD | +7.8% | +42.2% | -34.4% | -7.2% |
| 1Y | -9.9% | +93.7% | -103.6% | -32.4% |
| 3Y | +7.4% | +53.2% | -45.8% | -14.4% |
| 5Y | +21.8% | +62.4% | -40.6% | -8.8% |
| 10Y | +161.3% | +274.7% | -113.4% | +25.7% |
| All | +161.3% | +276.8% | -115.5% | +25.7% |
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 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