+42.2%
SOLS vs JBHT
+36.1%
+6.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +20.8% | +4.2% | +16.7% | +19.5% |
| 30D | +9.2% | -0.4% | +9.6% | +9.2% |
| 3M | +7.1% | -17.3% | +24.4% | +12.3% |
| 6M | -23.7% | -3.5% | -20.2% | -24.8% |
| YTD | +37.3% | +18.0% | +19.3% | +18.6% |
| 1Y | +42.2% | +35.5% | +6.6% | +13.2% |
| All | +42.2% | +36.1% | +6.1% | +13.2% |
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