+2,328.7%
PWR vs JBHT
+272.5%
+2,056.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.5% |
| 7D | +3.6% | +4.9% | -1.3% | +1.4% |
| 30D | -8.6% | +0.6% | -9.2% | -8.9% |
| 3M | -13.2% | -3.2% | -10.0% | -12.5% |
| 6M | +9.9% | +17.0% | -7.1% | +1.2% |
| YTD | +48.0% | +41.7% | +6.4% | +24.5% |
| 1Y | +66.2% | +90.0% | -23.8% | +20.0% |
| 3Y | +195.1% | +47.0% | +148.1% | +132.9% |
| 5Y | +442.6% | +58.3% | +384.2% | +293.5% |
| All | +2,328.7% | +272.5% | +2,056.1% | +937.4% |
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 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