+878.2%
PODD vs JBHT
+847.3%
+30.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.6% | -1.8% | -3.8% |
| 7D | +2.4% | -1.4% | +3.8% | +3.1% |
| 30D | +15.9% | -3.1% | +18.9% | +17.3% |
| 3M | +17.2% | -19.5% | +36.7% | +27.3% |
| 6M | -6.8% | -9.6% | +2.8% | -4.7% |
| YTD | -45.1% | +13.3% | -58.4% | -49.8% |
| 1Y | -50.3% | +29.7% | -80.0% | -57.5% |
| 3Y | -4.0% | +28.3% | -32.3% | -21.7% |
| 5Y | -49.3% | +18.5% | -67.8% | -58.2% |
| 10Y | +343.1% | +198.1% | +145.0% | +100.9% |
| All | +878.2% | +847.3% | +30.9% | +98.9% |
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