+72.7%
SWK vs JBHT
+29.0%
+43.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.6% | +1.0% | -0.9% |
| 7D | +11.3% | -1.4% | +12.6% | +12.1% |
| 30D | +28.1% | -3.1% | +31.2% | +29.9% |
| 3M | +12.6% | -19.5% | +32.1% | +23.3% |
| 6M | +51.7% | -9.6% | +61.3% | +50.4% |
| YTD | +60.0% | +13.3% | +46.7% | +28.2% |
| 1Y | +72.7% | +29.7% | +43.0% | +21.8% |
| All | +72.7% | +29.0% | +43.7% | +21.8% |
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