-79.5%
SPXU vs JBHT
+27.4%
-106.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -1.1% |
| 7D | +7.6% | -1.6% | +9.2% | +6.9% |
| 30D | +17.5% | -2.3% | +19.8% | +16.5% |
| 3M | +14.7% | -18.5% | +33.1% | +3.8% |
| 6M | -0.1% | -11.3% | +11.2% | -3.9% |
| YTD | -19.8% | +12.6% | -32.4% | -8.9% |
| 1Y | -23.7% | +29.8% | -53.5% | -4.9% |
| 3Y | -79.5% | +28.1% | -107.6% | -70.0% |
| All | -79.5% | +27.4% | -106.9% | -70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling