+42.1%
TRV vs JBHT
+31.8%
+10.3%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -0.2% |
| 7D | -0.9% | +0.2% | -1.1% | -0.9% |
| 30D | +7.2% | -2.2% | +9.3% | +7.3% |
| 3M | +3.2% | -16.5% | +19.6% | +3.9% |
| 6M | +33.6% | -8.4% | +42.0% | +32.1% |
| YTD | +37.8% | +16.1% | +21.7% | +34.2% |
| All | +42.1% | +31.8% | +10.3% | +37.7% |
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 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