+86.8%
TGT vs JBHT
+33.2%
+53.6%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.9% |
| 7D | +5.5% | +0.9% | +4.6% | +5.4% |
| 30D | +6.0% | -1.1% | +7.1% | +6.2% |
| 3M | +8.0% | -14.8% | +22.8% | +9.9% |
| 6M | +32.3% | -7.4% | +39.8% | +30.8% |
| YTD | +71.3% | +17.3% | +53.9% | +52.7% |
| 1Y | +86.8% | +35.3% | +51.5% | +50.9% |
| All | +86.8% | +33.2% | +53.6% | +50.9% |
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