+272.2%
PLD vs JBHT
+183.5%
+88.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | -1.0% | +0.5% | -1.5% | -1.2% |
| 30D | -1.8% | -0.1% | -1.8% | -1.9% |
| 3M | -6.0% | -14.0% | +8.0% | -1.5% |
| 6M | -8.4% | -5.1% | -3.3% | -8.1% |
| YTD | +4.2% | +18.0% | -13.8% | -4.7% |
| 1Y | +6.2% | +36.5% | -30.3% | -8.5% |
| 3Y | +37.0% | +34.8% | +2.2% | +14.9% |
| 5Y | +1.2% | +21.4% | -20.3% | -13.4% |
| 10Y | +272.2% | +178.0% | +94.2% | +118.7% |
| All | +272.2% | +183.5% | +88.7% | +118.7% |
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