+41.8%
TRV vs JBHT
+36.3%
+5.5%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -2.4% | +0.5% | -2.9% | -2.4% |
| 30D | +7.5% | -0.1% | +7.6% | +7.5% |
| 3M | +6.7% | -14.0% | +20.8% | +7.2% |
| 6M | +35.5% | -5.1% | +40.5% | +33.4% |
| YTD | +39.3% | +18.0% | +21.2% | +35.3% |
| 1Y | +41.8% | +36.5% | +5.3% | +36.5% |
| All | +41.8% | +36.3% | +5.5% | +36.5% |
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