+35.5%
PWR vs JBHT
+36.3%
-0.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.6% | +4.1% |
| 7D | +4.7% | +0.5% | +4.3% | +4.7% |
| 30D | -12.5% | -0.1% | -12.4% | -12.6% |
| 3M | -9.3% | -14.0% | +4.7% | -7.0% |
| 6M | -22.2% | -5.1% | -17.1% | -22.9% |
| YTD | +44.2% | +18.0% | +26.1% | +32.9% |
| 1Y | +35.5% | +36.5% | -1.0% | +21.9% |
| All | +35.5% | +36.3% | -0.8% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling