+1,826.8%
PWR vs JBHT
+192.4%
+1,634.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +6.9% | +6.5% |
| 7D | -12.9% | -1.6% | -11.3% | -12.2% |
| 30D | -22.8% | -2.3% | -20.6% | -22.2% |
| 3M | -19.0% | -18.5% | -0.5% | -12.6% |
| 6M | -31.1% | -11.3% | -19.8% | -29.0% |
| YTD | +28.2% | +12.6% | +15.7% | +17.8% |
| 1Y | +22.2% | +29.8% | -7.6% | +5.1% |
| 3Y | +222.1% | +28.1% | +194.0% | +164.8% |
| 5Y | +364.1% | +17.7% | +346.4% | +284.7% |
| All | +1,826.8% | +192.4% | +1,634.4% | +707.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling