+72.2%
SU vs JBHT
+93.0%
-20.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.8% |
| 7D | -1.0% | +7.1% | -8.1% | -0.7% |
| 30D | +13.7% | +2.3% | +11.4% | +13.8% |
| 3M | +8.0% | -4.5% | +12.5% | +7.8% |
| 6M | +21.0% | +29.2% | -8.2% | +22.8% |
| YTD | +56.2% | +42.2% | +14.1% | +59.8% |
| 1Y | +72.2% | +93.7% | -21.5% | +79.8% |
| All | +72.2% | +93.0% | -20.8% | +79.8% |
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 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