+422.1%
PWR vs JBHT
+21.4%
+400.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +19.1% | +4.2% | +14.9% | +17.7% |
| 30D | -12.0% | -0.4% | -11.6% | -11.9% |
| 3M | -10.6% | -17.3% | +6.7% | -5.9% |
| 6M | -20.8% | -3.5% | -17.3% | -21.2% |
| YTD | +43.7% | +18.0% | +25.7% | +33.5% |
| 1Y | +35.0% | +35.5% | -0.5% | +19.8% |
| 3Y | +249.4% | +34.8% | +214.6% | +202.3% |
| 5Y | +422.1% | +19.7% | +402.4% | +349.1% |
| All | +422.1% | +21.4% | +400.7% | +349.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling