-99.5%
SPXU vs JBHT
+186.6%
-286.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.3% | +2.0% |
| 7D | +0.5% | +0.9% | -0.4% | +2.1% |
| 30D | +10.9% | -1.1% | +12.0% | +10.6% |
| 3M | +9.6% | -14.8% | +24.4% | -4.5% |
| 6M | -4.7% | -7.4% | +2.8% | -9.1% |
| YTD | -24.6% | +17.3% | -41.9% | -6.5% |
| 1Y | -24.7% | +35.3% | -60.1% | +8.6% |
| 3Y | -80.0% | +33.9% | -114.0% | -66.9% |
| 5Y | -83.5% | +22.5% | -106.0% | -68.4% |
| 10Y | -99.5% | +181.3% | -280.8% | -95.8% |
| All | -99.5% | +186.6% | -286.1% | -95.8% |
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 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