+250.4%
ROIV vs JBHT
+58.3%
+192.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +0.9% |
| 7D | +0.6% | +4.9% | -4.2% | -0.5% |
| 30D | +1.0% | +0.6% | +0.4% | +0.7% |
| 3M | +18.3% | -3.2% | +21.5% | +18.7% |
| 6M | +18.3% | +17.0% | +1.4% | +13.0% |
| YTD | +61.0% | +41.7% | +19.3% | +46.6% |
| 1Y | +177.9% | +90.0% | +87.9% | +133.2% |
| 3Y | +199.1% | +47.0% | +152.1% | +163.1% |
| All | +250.4% | +58.3% | +192.1% | +211.0% |
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