+552.9%
PLTR vs JBHT
+58.3%
+494.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -5.8% |
| 7D | -6.4% | +4.9% | -11.3% | -8.6% |
| 30D | +10.0% | +0.6% | +9.5% | +9.5% |
| 3M | +23.0% | -3.2% | +26.2% | +24.1% |
| 6M | +13.8% | +17.0% | -3.2% | +3.6% |
| YTD | -1.9% | +41.7% | -43.6% | -19.5% |
| 1Y | +11.6% | +90.0% | -78.3% | -23.2% |
| 3Y | +1,048.4% | +47.0% | +1,001.4% | +797.5% |
| All | +552.9% | +58.3% | +494.7% | +383.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling