+238.8%
SU vs JBHT
+182.5%
+56.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.2% |
| 7D | +1.7% | +7.0% | -5.3% | -0.4% |
| 30D | -7.9% | +0.5% | -8.4% | -8.2% |
| 3M | +7.5% | -17.4% | +24.9% | +13.3% |
| 6M | +7.2% | -1.7% | +8.9% | +6.1% |
| YTD | +60.9% | +20.7% | +40.2% | +47.2% |
| 1Y | +63.6% | +41.1% | +22.6% | +41.5% |
| 3Y | +128.9% | +38.0% | +90.9% | +90.4% |
| 5Y | +228.3% | +22.5% | +205.8% | +177.5% |
| All | +238.8% | +182.5% | +56.3% | +87.5% |
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