+39.2%
SOLS vs JBHT
+38.2%
+1.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.7% | +3.1% |
| 7D | +16.4% | +0.5% | +15.9% | +16.2% |
| 30D | +10.6% | -0.1% | +10.7% | +10.5% |
| 3M | +10.0% | -14.0% | +24.1% | +13.6% |
| 6M | -21.2% | -5.1% | -16.1% | -21.8% |
| YTD | +38.7% | +18.0% | +20.6% | +21.6% |
| 1Y | +46.1% | +36.5% | +9.5% | +20.0% |
| All | +39.2% | +38.2% | +1.0% | +13.1% |
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