+178.2%
SYK vs JBHT
+266.9%
-88.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | +0.4% |
| 7D | -11.8% | +2.9% | -14.7% | -12.7% |
| 30D | -20.4% | +0.6% | -21.0% | -20.8% |
| 3M | -12.1% | -6.6% | -5.5% | -10.6% |
| 6M | -24.3% | +23.6% | -47.9% | -30.3% |
| YTD | -21.2% | +38.6% | -59.8% | -30.5% |
| 1Y | -29.2% | +91.5% | -120.7% | -44.9% |
| 3Y | -2.1% | +49.3% | -51.4% | -19.5% |
| 5Y | +4.7% | +62.3% | -57.6% | -19.1% |
| 10Y | +178.2% | +276.9% | -98.7% | +58.9% |
| All | +178.2% | +266.9% | -88.6% | +58.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling