+78.3%
TXG vs JBHT
+31.9%
+46.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.1% | +6.6% | +7.6% |
| 7D | +5.5% | +0.4% | +5.1% | +5.7% |
| 30D | -19.3% | -2.0% | -17.4% | -18.2% |
| 3M | +25.0% | -16.3% | +41.3% | +39.5% |
| 6M | +201.2% | -8.2% | +209.4% | +208.6% |
| YTD | +298.8% | +16.3% | +282.5% | +237.7% |
| 1Y | +326.6% | +32.2% | +294.3% | +224.1% |
| 3Y | +78.3% | +34.4% | +43.9% | +29.4% |
| All | +78.3% | +31.9% | +46.4% | +29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling