-16.7%
TRI vs JBHT
+34.8%
-51.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.1% | +5.3% | +6.4% |
| 7D | +1.0% | +1.7% | -0.7% | +1.0% |
| 30D | +20.8% | -1.2% | +21.9% | +20.7% |
| 3M | +8.1% | -17.1% | +25.2% | +7.3% |
| 6M | +24.2% | -4.4% | +28.6% | +25.9% |
| YTD | -7.8% | +17.5% | -25.3% | -7.3% |
| 1Y | -16.7% | +32.6% | -49.3% | -19.5% |
| All | -16.7% | +34.8% | -51.5% | -19.5% |
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 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