+206.4%
TECH vs JBHT
+192.4%
+14.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.8% | +0.4% |
| 7D | +0.2% | -1.6% | +1.8% | +0.8% |
| 30D | +0.3% | -2.3% | +2.6% | +1.1% |
| 3M | +1.3% | -18.5% | +19.8% | +8.7% |
| 6M | +54.0% | -11.3% | +65.2% | +58.3% |
| YTD | +24.3% | +12.6% | +11.7% | +14.8% |
| 1Y | +25.8% | +29.8% | -4.0% | +9.2% |
| 3Y | +26.0% | +28.1% | -2.1% | +7.3% |
| 5Y | -40.1% | +17.7% | -57.8% | -48.2% |
| All | +206.4% | +192.4% | +14.1% | +86.3% |
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