+14.1%
SWKS vs JBHT
+29.0%
-14.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -1.0% |
| 7D | -9.2% | -1.4% | -7.8% | -8.8% |
| 30D | -1.9% | -3.1% | +1.2% | -1.2% |
| 3M | +21.2% | -19.5% | +40.8% | +28.5% |
| 6M | +12.9% | -9.6% | +22.5% | +14.3% |
| YTD | +30.7% | +13.3% | +17.4% | +14.8% |
| 1Y | +14.1% | +29.7% | -15.5% | -10.3% |
| All | +14.1% | +29.0% | -14.9% | -10.3% |
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