+555.9%
TDG vs JBHT
+191.4%
+364.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.3% | +0.7% |
| 7D | +0.4% | +0.2% | +0.2% | +0.3% |
| 30D | +10.0% | -2.2% | +12.2% | +10.7% |
| 3M | -0.5% | -16.5% | +15.9% | +5.1% |
| 6M | +0.3% | -8.4% | +8.7% | +1.4% |
| YTD | -8.3% | +16.1% | -24.4% | -16.3% |
| 1Y | -5.1% | +31.9% | -37.1% | -17.9% |
| 3Y | +46.5% | +34.1% | +12.4% | +20.0% |
| 5Y | +114.1% | +20.1% | +94.0% | +79.3% |
| 10Y | +555.9% | +184.7% | +371.3% | +268.7% |
| All | +555.9% | +191.4% | +364.5% | +268.7% |
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