+67.6%
UBER vs JBHT
+161.8%
-94.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | -0.1% |
| 7D | +1.6% | +7.0% | -5.4% | -1.2% |
| 30D | +0.6% | +0.5% | +0.1% | +0.3% |
| 3M | -8.2% | -17.4% | +9.2% | -1.6% |
| 6M | -6.7% | -1.7% | -5.0% | -8.0% |
| YTD | -14.7% | +20.7% | -35.4% | -24.4% |
| 1Y | -24.1% | +41.1% | -65.1% | -37.6% |
| 3Y | +33.4% | +38.0% | -4.6% | +6.4% |
| 5Y | +54.5% | +22.5% | +32.0% | +28.2% |
| All | +67.6% | +161.8% | -94.1% | -8.7% |
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 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