+523.2%
TEAM vs JBHT
+272.5%
+250.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.4% | -3.6% |
| 7D | -0.4% | +4.9% | -5.3% | -2.1% |
| 30D | +67.3% | +0.6% | +66.7% | +66.8% |
| 3M | +86.8% | -3.2% | +90.0% | +87.9% |
| 6M | +146.8% | +17.0% | +129.9% | +130.1% |
| YTD | +16.9% | +41.7% | -24.7% | +1.0% |
| 1Y | +12.8% | +90.0% | -77.2% | -14.1% |
| 3Y | -7.3% | +47.0% | -54.3% | -23.5% |
| 5Y | -50.7% | +58.3% | -109.0% | -60.3% |
| All | +523.2% | +272.5% | +250.7% | +257.2% |
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