+242.7%
PWR vs JBHT
+38.8%
+203.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -1.2% |
| 7D | +11.3% | +7.0% | +4.3% | +9.7% |
| 30D | -8.9% | +0.5% | -9.4% | -9.0% |
| 3M | -10.5% | -17.4% | +6.8% | -7.0% |
| 6M | -22.2% | -1.7% | -20.5% | -22.8% |
| YTD | +42.7% | +20.7% | +22.0% | +34.6% |
| 1Y | +41.1% | +41.1% | 0.0% | +28.3% |
| 3Y | +242.7% | +38.0% | +204.8% | +224.5% |
| All | +242.7% | +38.8% | +203.9% | +224.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling