+1.1%
UL vs JBHT
+34.8%
-33.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +3.2% |
| 7D | +4.7% | +1.7% | +3.0% | +4.6% |
| 30D | +11.6% | -1.2% | +12.7% | +11.6% |
| 3M | +5.3% | -17.1% | +22.4% | +6.2% |
| 6M | +16.0% | -4.4% | +20.4% | +14.8% |
| YTD | +5.0% | +17.5% | -12.5% | +2.8% |
| 1Y | +1.1% | +32.6% | -31.5% | -3.7% |
| All | +1.1% | +34.8% | -33.7% | -3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling