-12.0%
TRI vs JBHT
+38.8%
-50.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.2% | 0.0% |
| 7D | -2.9% | +7.0% | -9.9% | -3.0% |
| 30D | +3.7% | +0.5% | +3.2% | +3.7% |
| 3M | +3.7% | -17.4% | +21.1% | +3.9% |
| 6M | +35.1% | -1.7% | +36.8% | +35.4% |
| YTD | -14.0% | +20.7% | -34.7% | -14.4% |
| 1Y | -19.0% | +41.1% | -60.0% | -19.9% |
| 3Y | -12.0% | +38.0% | -50.0% | -10.1% |
| All | -12.0% | +38.8% | -50.8% | -10.1% |
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