+71.2%
UBER vs JBHT
+151.7%
-80.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.6% | +2.5% |
| 7D | +6.7% | +0.2% | +6.5% | +6.6% |
| 30D | -0.5% | -2.2% | +1.7% | +0.3% |
| 3M | -5.1% | -16.5% | +11.3% | +1.0% |
| 6M | -5.7% | -8.4% | +2.8% | -4.2% |
| YTD | -12.9% | +16.1% | -29.0% | -21.5% |
| 1Y | -22.6% | +31.9% | -54.6% | -34.6% |
| 3Y | +42.2% | +34.1% | +8.1% | +14.7% |
| 5Y | +56.4% | +20.1% | +36.3% | +30.8% |
| All | +71.2% | +151.7% | -80.5% | -5.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling