+102.0%
TRMB vs JBHT
+192.4%
-90.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.2% |
| 7D | -16.7% | -1.6% | -15.1% | -16.2% |
| 30D | -9.9% | -2.3% | -7.6% | -9.2% |
| 3M | -7.6% | -18.5% | +10.9% | 0.0% |
| 6M | -14.7% | -11.3% | -3.4% | -11.9% |
| YTD | -30.9% | +12.6% | -43.5% | -37.0% |
| 1Y | -31.3% | +29.8% | -61.1% | -41.6% |
| 3Y | +29.4% | +28.1% | +1.3% | +6.5% |
| 5Y | -37.4% | +17.7% | -55.0% | -47.3% |
| All | +102.0% | +192.4% | -90.4% | +9.2% |
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