-2.7%
TEAM vs JBHT
+32.1%
-34.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.6% |
| 7D | -17.2% | +0.4% | -17.6% | -17.2% |
| 30D | -25.1% | -2.0% | -23.1% | -25.0% |
| 3M | +3.9% | -16.3% | +20.2% | +4.5% |
| 6M | +69.1% | -8.2% | +77.4% | +71.1% |
| YTD | -4.5% | +16.3% | -20.8% | -10.1% |
| All | -2.7% | +32.1% | -34.7% | -16.1% |
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 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