+38,957.1%
SMTC vs JBHT
+9,288.5%
+29,668.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -3.6% | -13.9% | -16.2% |
| 7D | -35.0% | -1.4% | -33.6% | -34.6% |
| 30D | -53.6% | -3.1% | -50.5% | -53.1% |
| 3M | -24.5% | -19.5% | -5.0% | -19.2% |
| 6M | -19.0% | -9.6% | -9.4% | -17.2% |
| YTD | +24.2% | +13.3% | +10.9% | +17.1% |
| 1Y | +35.6% | +29.7% | +5.9% | +21.7% |
| 3Y | +521.9% | +28.3% | +493.6% | +453.4% |
| 5Y | +1.5% | +18.5% | -17.0% | -7.3% |
| 10Y | +274.7% | +198.1% | +76.6% | +152.5% |
| All | +38,957.1% | +9,288.5% | +29,668.6% | +10,000.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling