+49.9%
TRV vs JBHT
+34.8%
+15.0%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.4% |
| 7D | +3.9% | +1.7% | +2.2% | +3.8% |
| 30D | +13.5% | -1.2% | +14.6% | +13.5% |
| 3M | +8.9% | -17.1% | +26.0% | +9.7% |
| 6M | +36.8% | -4.4% | +41.2% | +34.6% |
| YTD | +42.7% | +17.5% | +25.2% | +39.0% |
| 1Y | +49.9% | +32.6% | +17.3% | +45.5% |
| All | +49.9% | +34.8% | +15.0% | +45.5% |
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