+288.1%
TEL vs JBHT
+186.6%
+101.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.8% |
| 7D | -0.9% | +0.9% | -1.8% | -1.2% |
| 30D | -0.2% | -1.1% | +0.9% | +0.3% |
| 3M | +2.0% | -14.8% | +16.8% | +8.2% |
| 6M | +6.4% | -7.4% | +13.9% | +8.1% |
| YTD | -3.2% | +17.3% | -20.6% | -12.3% |
| 1Y | -11.2% | +35.3% | -46.5% | -24.6% |
| 3Y | +79.8% | +33.9% | +45.8% | +46.7% |
| 5Y | +46.6% | +22.5% | +24.0% | +21.9% |
| 10Y | +288.1% | +181.3% | +106.8% | +106.5% |
| All | +288.1% | +186.6% | +101.5% | +106.5% |
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