+46.5%
SPOT vs JBHT
-8.5%
+55.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.4% | -2.3% |
| 7D | +10.3% | -1.4% | +11.6% | +10.2% |
| 30D | +25.9% | -3.1% | +28.9% | +25.8% |
| 3M | +27.4% | -19.5% | +47.0% | +25.3% |
| 6M | +46.5% | -9.6% | +56.0% | +53.8% |
| All | +46.5% | -8.5% | +55.0% | +53.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling