+54.0%
SWK vs JBHT
+33.0%
+21.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.1% | +12.0% | +12.5% |
| 7D | +17.9% | +1.7% | +16.2% | +16.9% |
| 30D | +31.9% | -1.2% | +33.1% | +32.6% |
| 3M | +16.6% | -17.1% | +33.7% | +27.6% |
| 6M | +61.1% | -4.4% | +65.5% | +60.0% |
| YTD | +64.2% | +17.5% | +46.7% | +43.4% |
| 1Y | +85.2% | +32.6% | +52.6% | +50.3% |
| All | +54.0% | +33.0% | +21.0% | +10.5% |
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 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