-29.2%
SYK vs JBHT
+89.0%
-118.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | -0.1% |
| 7D | -11.8% | +2.9% | -14.7% | -12.0% |
| 30D | -20.4% | +0.6% | -21.0% | -20.5% |
| 3M | -12.1% | -6.6% | -5.5% | -11.6% |
| 6M | -24.3% | +23.6% | -47.9% | -26.2% |
| YTD | -21.2% | +38.6% | -59.8% | -23.8% |
| 1Y | -29.2% | +91.5% | -120.7% | -33.0% |
| All | -29.2% | +89.0% | -118.2% | -33.0% |
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