+226.2%
SU vs JBHT
+22.5%
+203.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.5% |
| 7D | +1.7% | +7.0% | -5.3% | +0.5% |
| 30D | -7.9% | +0.5% | -8.4% | -8.1% |
| 3M | +7.5% | -17.4% | +24.9% | +10.9% |
| 6M | +7.2% | -1.7% | +8.9% | +6.7% |
| YTD | +60.9% | +20.7% | +40.2% | +52.5% |
| 1Y | +63.6% | +41.1% | +22.6% | +49.8% |
| 3Y | +128.9% | +38.0% | +90.9% | +103.9% |
| All | +226.2% | +22.5% | +203.7% | +180.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling