+100.2%
ROIV vs JBHT
+36.3%
+63.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | +9.5% | +0.5% | +9.0% | +9.4% |
| 30D | +21.0% | -0.1% | +21.1% | +21.0% |
| 3M | +18.7% | -14.0% | +32.8% | +20.6% |
| 6M | +44.5% | -5.1% | +49.6% | +43.4% |
| YTD | +92.9% | +18.0% | +74.8% | +86.7% |
| 1Y | +100.2% | +36.5% | +63.7% | +91.1% |
| All | +100.2% | +36.3% | +63.9% | +91.1% |
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 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