+53.9%
RGTI vs JBHT
+69.0%
-15.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -2.3% |
| 7D | +2.5% | +2.9% | -0.4% | +1.0% |
| 30D | -13.7% | +0.6% | -14.3% | -13.8% |
| 3M | -22.6% | -6.6% | -16.0% | -20.3% |
| 6M | -13.4% | +23.6% | -37.0% | -24.3% |
| YTD | -31.2% | +38.6% | -69.8% | -43.6% |
| 1Y | -7.6% | +91.5% | -99.1% | -40.3% |
| 3Y | +669.7% | +49.3% | +620.4% | +482.5% |
| 5Y | +57.0% | +62.3% | -5.3% | +18.7% |
| All | +53.9% | +69.0% | -15.0% | +16.3% |
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