-92.6%
SEDG vs JBHT
+22.9%
-115.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.7% |
| 7D | -11.2% | +0.5% | -11.6% | -11.3% |
| 30D | -15.3% | -0.1% | -15.2% | -15.1% |
| 3M | -19.9% | -14.0% | -5.9% | -12.5% |
| 6M | -36.2% | -5.1% | -31.1% | -34.7% |
| YTD | -7.6% | +18.0% | -25.6% | -18.6% |
| 1Y | -40.3% | +36.5% | -76.9% | -52.5% |
| 3Y | -62.5% | +34.8% | -97.3% | -70.6% |
| 5Y | -92.6% | +21.4% | -114.0% | -94.2% |
| All | -92.6% | +22.9% | -115.5% | -94.2% |
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