-58.4%
TEAM vs JBHT
+15.0%
-73.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.6% | +0.1% | -1.9% |
| 7D | -10.2% | -1.4% | -8.8% | -9.6% |
| 30D | -5.5% | -3.1% | -2.4% | -4.3% |
| 3M | +61.7% | -19.5% | +81.3% | +76.3% |
| 6M | +98.5% | -9.6% | +108.0% | +103.4% |
| YTD | +13.0% | +13.3% | -0.3% | +0.7% |
| 1Y | +13.5% | +29.7% | -16.2% | -6.2% |
| 3Y | +3.6% | +28.3% | -24.7% | -18.6% |
| 5Y | -58.4% | +18.5% | -76.8% | -67.1% |
| All | -58.4% | +15.0% | -73.3% | -67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling