+203.2%
PWR vs JBHT
+28.2%
+174.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -3.6% | -8.7% | -11.5% |
| 7D | -19.9% | -1.4% | -18.5% | -19.5% |
| 30D | -29.3% | -3.1% | -26.2% | -28.8% |
| 3M | -25.5% | -19.5% | -5.9% | -22.1% |
| 6M | -34.0% | -9.6% | -24.4% | -33.3% |
| YTD | +20.7% | +13.3% | +7.4% | +15.4% |
| 1Y | +12.3% | +29.7% | -17.3% | +4.0% |
| All | +203.2% | +28.2% | +174.9% | +186.6% |
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