+101,375.0%
TECH vs JBHT
+9,288.5%
+92,086.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | +0.6% |
| 7D | -0.1% | -1.4% | +1.3% | +0.2% |
| 30D | +0.3% | -3.1% | +3.4% | +0.8% |
| 3M | +1.0% | -19.5% | +20.6% | +5.0% |
| 6M | +28.6% | -9.6% | +38.1% | +30.1% |
| YTD | +24.1% | +13.3% | +10.8% | +19.9% |
| 1Y | +21.9% | +29.7% | -7.8% | +14.6% |
| 3Y | +25.7% | +28.3% | -2.6% | +17.7% |
| 5Y | -40.2% | +18.5% | -58.7% | -43.4% |
| 10Y | +210.1% | +198.1% | +12.0% | +148.2% |
| All | +101,375.0% | +9,288.5% | +92,086.6% | +46,919.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling