+50.8%
SMTC vs JBHT
+33.2%
+17.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.9% |
| 7D | -10.9% | +0.9% | -11.9% | -11.0% |
| 30D | -39.4% | -1.1% | -38.3% | -39.2% |
| 3M | -13.5% | -14.8% | +1.3% | -9.7% |
| 6M | -6.8% | -7.4% | +0.6% | -8.1% |
| YTD | +54.0% | +17.3% | +36.7% | +24.5% |
| 1Y | +50.8% | +35.3% | +15.5% | +16.2% |
| All | +50.8% | +33.2% | +17.5% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling