-77.5%
PLTD vs JBHT
+52.8%
-130.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.8% | +1.8% | +5.4% |
| 7D | +5.9% | +4.9% | +1.0% | +7.4% |
| 30D | -11.6% | +0.6% | -12.2% | -11.3% |
| 3M | -29.9% | -3.2% | -26.7% | -30.0% |
| 6M | -28.5% | +17.0% | -45.5% | -24.6% |
| YTD | -20.4% | +41.7% | -62.1% | -10.4% |
| 1Y | -33.3% | +90.0% | -123.2% | -17.8% |
| All | -77.5% | +52.8% | -130.3% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling