+824.1%
PODD vs JBHT
+1,084.2%
-260.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -3.3% |
| 7D | +1.6% | +4.9% | -3.3% | -0.6% |
| 30D | +10.7% | +0.6% | +10.1% | +9.9% |
| 3M | +0.7% | -3.2% | +3.9% | +1.5% |
| 6M | -39.3% | +17.0% | -56.2% | -44.4% |
| YTD | -48.1% | +41.7% | -89.8% | -56.7% |
| 1Y | -57.4% | +90.0% | -147.4% | -69.6% |
| 3Y | -23.3% | +47.0% | -70.2% | -40.6% |
| 5Y | -51.3% | +58.3% | -109.6% | -64.6% |
| 10Y | +242.0% | +273.9% | -31.9% | +41.3% |
| All | +824.1% | +1,084.2% | -260.2% | +71.8% |
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