+20,389.3%
TXN vs JBHT
+11,637.0%
+8,752.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | +0.9% |
| 7D | -0.1% | +4.9% | -5.0% | -1.6% |
| 30D | -6.9% | +0.6% | -7.5% | -7.2% |
| 3M | -14.9% | -3.2% | -11.7% | -14.4% |
| 6M | +29.0% | +17.0% | +12.0% | +22.2% |
| YTD | +51.5% | +41.7% | +9.8% | +35.0% |
| 1Y | +41.6% | +90.0% | -48.4% | +13.9% |
| 3Y | +65.8% | +47.0% | +18.8% | +43.0% |
| 5Y | +56.8% | +58.3% | -1.5% | +30.7% |
| 10Y | +387.5% | +273.9% | +113.6% | +209.0% |
| All | +20,389.3% | +11,637.0% | +8,752.3% | +4,309.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling