+180.5%
PL vs JBHT
+89.9%
+90.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.3% |
| 7D | -9.3% | +4.9% | -14.2% | -9.4% |
| 30D | -18.9% | +0.6% | -19.5% | -18.9% |
| 3M | -58.4% | -3.2% | -55.2% | -58.3% |
| 6M | -30.3% | +17.0% | -47.3% | -30.3% |
| YTD | -8.1% | +41.7% | -49.8% | -1.2% |
| 1Y | +180.5% | +90.0% | +90.5% | +280.3% |
| All | +180.5% | +89.9% | +90.6% | +280.3% |
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