+54.3%
PTC vs JBHT
+17.1%
+37.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -0.2% | -1.6% | +1.4% | +0.2% |
| 30D | +0.8% | -2.3% | +3.0% | +1.3% |
| 3M | +32.1% | -18.5% | +50.6% | +38.9% |
| 6M | +42.6% | -11.3% | +53.9% | +44.4% |
| YTD | +12.0% | +12.6% | -0.6% | +3.3% |
| 1Y | +12.2% | +29.8% | -17.6% | -1.9% |
| 3Y | +31.2% | +28.1% | +3.1% | +11.3% |
| All | +54.3% | +17.1% | +37.2% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling