+321.1%
PODD vs JBHT
+191.4%
+129.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.9% | +1.4% |
| 7D | -2.5% | +0.2% | -2.7% | -2.5% |
| 30D | +10.7% | -2.2% | +12.9% | +11.4% |
| 3M | +6.1% | -16.5% | +22.6% | +11.0% |
| 6M | -2.8% | -8.4% | +5.6% | -1.5% |
| YTD | -47.3% | +16.1% | -63.4% | -50.7% |
| 1Y | -53.2% | +31.9% | -85.1% | -58.0% |
| 3Y | -2.0% | +34.1% | -36.1% | -15.1% |
| 5Y | -52.9% | +20.1% | -73.0% | -58.4% |
| 10Y | +321.1% | +184.7% | +136.4% | +191.7% |
| All | +321.1% | +191.4% | +129.6% | +191.7% |
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