+192.6%
TRI vs JBHT
+276.8%
-84.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.4% | -6.9% | -6.6% |
| 7D | -7.1% | +7.1% | -14.2% | -8.2% |
| 30D | -2.3% | +2.3% | -4.7% | -2.9% |
| 3M | +19.6% | -4.5% | +24.1% | +20.1% |
| 6M | -8.7% | +29.2% | -37.9% | -13.2% |
| YTD | -22.3% | +42.2% | -64.4% | -27.7% |
| 1Y | -40.7% | +93.7% | -134.4% | -48.4% |
| 3Y | -17.8% | +53.2% | -71.0% | -26.3% |
| 5Y | -8.5% | +62.4% | -70.9% | -20.9% |
| 10Y | +192.6% | +274.7% | -82.1% | +91.4% |
| All | +192.6% | +276.8% | -84.2% | +91.4% |
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