+220.1%
TRI vs JBHT
+191.4%
+28.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -4.3% |
| 7D | -11.4% | +0.2% | -11.6% | -11.5% |
| 30D | +4.9% | -2.2% | +7.1% | +5.2% |
| 3M | +7.0% | -16.5% | +23.5% | +9.7% |
| 6M | +18.2% | -8.4% | +26.6% | +19.1% |
| YTD | -14.8% | +16.1% | -30.9% | -18.3% |
| 1Y | -18.0% | +31.9% | -49.9% | -23.2% |
| 3Y | -12.0% | +34.1% | -46.1% | -19.9% |
| 5Y | -0.8% | +20.1% | -20.9% | -9.1% |
| 10Y | +220.1% | +184.7% | +35.5% | +136.8% |
| All | +220.1% | +191.4% | +28.7% | +136.8% |
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