-63.2%
TXG vs JBHT
+22.5%
-85.7%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -3.3% |
| 7D | -1.8% | +7.0% | -8.9% | -6.7% |
| 30D | -20.4% | +0.5% | -20.9% | -20.7% |
| 3M | +0.1% | -17.4% | +17.4% | +14.3% |
| 6M | +176.2% | -1.7% | +177.9% | +169.3% |
| YTD | +256.8% | +20.7% | +236.0% | +191.6% |
| 1Y | +255.9% | +41.1% | +214.8% | +153.9% |
| 3Y | +60.2% | +38.0% | +22.2% | +13.6% |
| All | -63.2% | +22.5% | -85.7% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling