-2.2%
SPOT vs JBHT
+31.8%
-34.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +1.0% |
| 7D | +2.5% | +0.2% | +2.3% | +2.5% |
| 30D | +15.1% | -2.2% | +17.3% | +15.2% |
| 3M | +24.8% | -16.5% | +41.2% | +24.7% |
| 6M | +45.8% | -8.4% | +54.2% | +44.1% |
| YTD | +4.9% | +16.1% | -11.2% | +1.7% |
| All | -2.2% | +31.8% | -34.0% | -4.2% |
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