+330.0%
ROIV vs JBHT
+33.0%
+297.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.0% | +5.9% |
| 7D | +3.0% | +1.7% | +1.3% | +2.7% |
| 30D | +6.8% | -1.2% | +8.0% | +7.1% |
| 3M | +10.5% | -17.1% | +27.7% | +14.5% |
| 6M | +34.8% | -4.4% | +39.2% | +34.5% |
| YTD | +76.2% | +17.5% | +58.7% | +66.7% |
| 1Y | +92.4% | +32.6% | +59.8% | +76.6% |
| All | +330.0% | +33.0% | +297.1% | +264.8% |
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