+1,865.8%
PWR vs JBHT
+192.0%
+1,673.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.1% | +6.2% | +8.0% |
| 7D | -4.8% | +0.4% | -5.2% | -4.8% |
| 30D | -16.2% | -2.0% | -14.3% | -15.6% |
| 3M | -11.9% | -16.3% | +4.3% | -6.0% |
| 6M | -20.6% | -8.2% | -12.3% | -19.3% |
| YTD | +40.3% | +16.3% | +23.9% | +27.2% |
| 1Y | +33.0% | +32.2% | +0.8% | +13.6% |
| 3Y | +250.0% | +34.4% | +215.6% | +181.9% |
| 5Y | +404.2% | +20.3% | +383.8% | +315.3% |
| 10Y | +1,865.8% | +185.2% | +1,680.6% | +762.0% |
| All | +1,865.8% | +192.0% | +1,673.8% | +762.0% |
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