+46.6%
TGT vs JBHT
+47.5%
-0.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.6% | -0.6% |
| 7D | +0.8% | +4.9% | -4.1% | -0.8% |
| 30D | +12.2% | +0.6% | +11.6% | +11.7% |
| 3M | +33.8% | -3.2% | +37.0% | +34.4% |
| 6M | +39.3% | +17.0% | +22.3% | +29.9% |
| YTD | +72.9% | +41.7% | +31.2% | +49.6% |
| 1Y | +84.6% | +90.0% | -5.4% | +41.3% |
| All | +46.6% | +47.5% | -0.9% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling