+31.9%
SOLS vs JBHT
+36.2%
-4.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.1% | +6.6% | +8.8% |
| 7D | +8.0% | +0.4% | +7.6% | +7.9% |
| 30D | +3.7% | -2.0% | +5.7% | +4.2% |
| 3M | +4.6% | -16.3% | +20.8% | +8.9% |
| 6M | -18.5% | -8.2% | -10.2% | -18.1% |
| YTD | +31.4% | +16.3% | +15.1% | +15.8% |
| 1Y | +34.5% | +32.2% | +2.2% | +12.0% |
| All | +31.9% | +36.2% | -4.2% | +7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling