+136.6%
TECK vs JBHT
+15.0%
+121.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.6% | -3.5% | -5.8% |
| 7D | -6.0% | -1.4% | -4.6% | -5.4% |
| 30D | -10.7% | -3.1% | -7.6% | -9.7% |
| 3M | -9.2% | -19.5% | +10.4% | -2.4% |
| 6M | +3.9% | -9.6% | +13.5% | +5.8% |
| YTD | +25.7% | +13.3% | +12.4% | +16.9% |
| 1Y | +44.3% | +29.7% | +14.6% | +27.1% |
| 3Y | +65.7% | +28.3% | +37.4% | +41.0% |
| 5Y | +136.6% | +18.5% | +118.1% | +90.0% |
| All | +136.6% | +15.0% | +121.6% | +90.0% |
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 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