+344.9%
TRV vs JBHT
+182.5%
+162.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.6% |
| 7D | +2.0% | +7.0% | -5.0% | +0.2% |
| 30D | +6.7% | +0.5% | +6.2% | +6.5% |
| 3M | +9.4% | -17.4% | +26.7% | +14.2% |
| 6M | +37.7% | -1.7% | +39.4% | +36.4% |
| YTD | +40.6% | +20.7% | +19.9% | +30.7% |
| 1Y | +42.4% | +41.1% | +1.4% | +26.5% |
| 3Y | +148.1% | +38.0% | +110.1% | +114.5% |
| 5Y | +181.7% | +22.5% | +159.2% | +146.3% |
| All | +344.9% | +182.5% | +162.4% | +168.4% |
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