+352.5%
TRV vs JBHT
+186.6%
+166.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.2% |
| 7D | +1.4% | +0.9% | +0.4% | +1.1% |
| 30D | +8.7% | -1.1% | +9.8% | +8.9% |
| 3M | +7.1% | -14.8% | +21.9% | +10.8% |
| 6M | +35.5% | -7.4% | +42.9% | +36.4% |
| YTD | +39.7% | +17.3% | +22.4% | +30.9% |
| 1Y | +44.1% | +35.3% | +8.8% | +29.4% |
| 3Y | +148.1% | +33.9% | +114.2% | +116.2% |
| 5Y | +178.6% | +22.5% | +156.0% | +142.3% |
| 10Y | +352.5% | +181.3% | +171.2% | +170.6% |
| All | +352.5% | +186.6% | +166.0% | +170.6% |
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