+101,053.8%
TECH vs JBHT
+11,637.0%
+89,416.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.6% |
| 7D | +0.1% | +4.9% | -4.8% | -0.9% |
| 30D | +0.7% | +0.6% | +0.1% | +0.5% |
| 3M | +36.3% | -3.2% | +39.6% | +36.9% |
| 6M | +25.6% | +17.0% | +8.6% | +21.0% |
| YTD | +23.7% | +41.7% | -18.0% | +14.7% |
| 1Y | +37.6% | +90.0% | -52.3% | +19.9% |
| 3Y | -6.6% | +47.0% | -53.6% | -14.7% |
| 5Y | -42.2% | +58.3% | -100.5% | -48.1% |
| 10Y | +187.6% | +273.9% | -86.3% | +120.8% |
| All | +101,053.8% | +11,637.0% | +89,416.9% | +44,899.0% |
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