-87.7%
SEDG vs JBHT
+58.3%
-146.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | -0.7% |
| 7D | +8.9% | +4.9% | +4.0% | +5.3% |
| 30D | +0.9% | +0.6% | +0.3% | 0.0% |
| 3M | -53.2% | -3.2% | -50.0% | -52.6% |
| 6M | -9.9% | +17.0% | -26.8% | -18.9% |
| YTD | +18.5% | +41.7% | -23.1% | -6.2% |
| 1Y | +0.1% | +90.0% | -89.9% | -37.0% |
| 3Y | -78.9% | +47.0% | -125.9% | -84.1% |
| All | -87.7% | +58.3% | -146.0% | -91.2% |
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