+303.9%
POET vs JBHT
+35.7%
+268.2%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | 0.0% | -6.8% | -6.8% |
| 7D | +22.3% | +4.2% | +18.1% | +20.2% |
| 30D | -17.6% | -0.4% | -17.2% | -17.4% |
| 3M | -41.3% | -17.3% | -23.9% | -36.8% |
| 6M | -62.1% | -3.5% | -58.6% | -61.8% |
| YTD | -17.7% | +18.0% | -35.7% | -23.2% |
| 1Y | +3.2% | +35.5% | -32.4% | -7.5% |
| All | +303.9% | +35.7% | +268.2% | +263.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling