+460.1%
TEAM vs JBHT
+192.4%
+267.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.7% | -15.5% | -15.9% |
| 7D | -19.8% | -1.6% | -18.2% | -19.4% |
| 30D | -21.5% | -2.3% | -19.2% | -20.9% |
| 3M | +39.5% | -18.5% | +58.0% | +48.4% |
| 6M | +73.1% | -11.3% | +84.3% | +78.1% |
| YTD | -5.2% | +12.6% | -17.8% | -12.0% |
| 1Y | -1.6% | +29.8% | -31.3% | -13.5% |
| 3Y | -11.4% | +28.1% | -39.5% | -23.9% |
| 5Y | -65.1% | +17.7% | -82.8% | -69.3% |
| All | +460.1% | +192.4% | +267.7% | +278.1% |
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