+95.5%
PSX vs JBHT
+39.4%
+56.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.6% |
| 7D | +7.8% | +7.0% | +0.8% | +7.4% |
| 30D | -10.9% | +0.5% | -11.4% | -10.9% |
| 3M | +14.5% | -17.4% | +31.8% | +16.0% |
| 6M | +56.1% | -1.7% | +57.8% | +55.9% |
| YTD | +109.6% | +20.7% | +88.9% | +92.1% |
| 1Y | +95.5% | +41.1% | +54.4% | +67.5% |
| All | +95.5% | +39.4% | +56.1% | +67.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling