+88.6%
TGT vs JBHT
+34.8%
+53.8%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.1% | +4.6% | +5.5% |
| 7D | +9.5% | +1.7% | +7.8% | +9.2% |
| 30D | +6.6% | -1.2% | +7.8% | +6.8% |
| 3M | +11.0% | -17.1% | +28.1% | +13.6% |
| 6M | +29.9% | -4.4% | +34.3% | +27.2% |
| YTD | +71.4% | +17.5% | +54.0% | +52.8% |
| 1Y | +88.6% | +32.6% | +56.0% | +55.2% |
| All | +88.6% | +34.8% | +53.8% | +55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling