+348.3%
TRV vs JBHT
+183.5%
+164.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -2.4% | +0.5% | -2.9% | -2.5% |
| 30D | +7.5% | -0.1% | +7.6% | +7.4% |
| 3M | +6.7% | -14.0% | +20.8% | +10.2% |
| 6M | +35.5% | -5.1% | +40.5% | +35.4% |
| YTD | +39.3% | +18.0% | +21.2% | +30.3% |
| 1Y | +41.8% | +36.5% | +5.3% | +27.0% |
| 3Y | +147.3% | +34.8% | +112.5% | +115.1% |
| 5Y | +178.3% | +21.4% | +156.9% | +143.3% |
| 10Y | +348.3% | +178.0% | +170.4% | +169.7% |
| All | +348.3% | +183.5% | +164.9% | +169.7% |
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