+87.4%
SYY vs JBHT
+191.4%
-104.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +1.0% |
| 7D | -4.1% | +0.2% | -4.3% | -4.2% |
| 30D | +0.3% | -2.2% | +2.5% | +0.9% |
| 3M | -6.3% | -16.5% | +10.1% | -1.7% |
| 6M | +9.7% | -8.4% | +18.1% | +11.0% |
| YTD | +9.4% | +16.1% | -6.6% | +1.6% |
| 1Y | +7.3% | +31.9% | -24.7% | -4.9% |
| 3Y | +27.6% | +34.1% | -6.5% | +7.5% |
| 5Y | +12.5% | +20.1% | -7.6% | -3.7% |
| 10Y | +87.4% | +184.7% | -97.2% | +15.1% |
| All | +87.4% | +191.4% | -104.0% | +15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling