+59.3%
PBR vs JBHT
+29.5%
+29.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.4% |
| 7D | -16.0% | -1.6% | -14.4% | -15.9% |
| 30D | -22.8% | -2.3% | -20.5% | -22.7% |
| 3M | +3.0% | -18.5% | +21.4% | +3.1% |
| 6M | -8.1% | -11.3% | +3.2% | -7.2% |
| YTD | +63.1% | +12.6% | +50.6% | +68.5% |
| 1Y | +59.3% | +29.8% | +29.5% | +64.8% |
| All | +59.3% | +29.5% | +29.7% | +64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling