+132.6%
RTX vs JBHT
+17.1%
+115.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -1.1% |
| 7D | -5.1% | -1.6% | -3.5% | -4.9% |
| 30D | +5.1% | -2.3% | +7.4% | +5.4% |
| 3M | -14.8% | -18.5% | +3.6% | -12.9% |
| 6M | +8.0% | -11.3% | +19.3% | +8.7% |
| YTD | +4.5% | +12.6% | -8.1% | +0.8% |
| 1Y | +9.8% | +29.8% | -19.9% | +3.5% |
| 3Y | +144.2% | +28.1% | +116.1% | +125.3% |
| All | +132.6% | +17.1% | +115.6% | +106.5% |
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