+1,865.8%
PWR vs JBHT
+191.4%
+1,674.4%
-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% | +0.2% | -5.0% | -4.7% |
| 30D | -16.2% | -2.2% | -14.1% | -15.5% |
| 3M | -11.9% | -16.5% | +4.5% | -5.9% |
| 6M | -20.6% | -8.4% | -12.1% | -19.2% |
| YTD | +40.3% | +16.1% | +24.2% | +27.3% |
| 1Y | +33.0% | +31.9% | +1.1% | +13.7% |
| 3Y | +250.0% | +34.1% | +215.9% | +182.1% |
| 5Y | +404.2% | +20.1% | +384.1% | +315.6% |
| 10Y | +1,865.8% | +184.7% | +1,681.2% | +762.7% |
| All | +1,865.8% | +191.4% | +1,674.4% | +762.7% |
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