+37.0%
SOLS vs JBHT
+41.3%
-4.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -1.2% |
| 7D | +14.0% | +7.0% | +7.0% | +11.9% |
| 30D | +10.0% | +0.5% | +9.5% | +9.6% |
| 3M | +5.8% | -17.4% | +23.2% | +11.0% |
| 6M | -25.2% | -1.7% | -23.5% | -26.6% |
| YTD | +36.5% | +20.7% | +15.8% | +19.0% |
| 1Y | +45.0% | +41.1% | +4.0% | +17.7% |
| All | +37.0% | +41.3% | -4.3% | +10.6% |
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