-14.0%
PLTD vs JBHT
+32.1%
-46.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +3.1% | -8.6% | -4.9% |
| 7D | +4.2% | +0.4% | +3.8% | +4.4% |
| 30D | +20.8% | -2.0% | +22.8% | +20.6% |
| 3M | -2.6% | -16.3% | +13.7% | -5.0% |
| 6M | -33.1% | -8.2% | -24.8% | -33.3% |
| YTD | -20.0% | +16.3% | -36.3% | -9.7% |
| All | -14.0% | +32.1% | -46.1% | +3.5% |
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