+125.5%
ULTA vs JBHT
+276.8%
-151.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.8% |
| 7D | +0.7% | +7.1% | -6.5% | -2.2% |
| 30D | -2.8% | +2.3% | -5.1% | -4.2% |
| 3M | +18.7% | -4.5% | +23.2% | +19.9% |
| 6M | -15.0% | +29.2% | -44.3% | -25.1% |
| YTD | -9.2% | +42.2% | -51.4% | -23.6% |
| 1Y | +5.7% | +93.7% | -88.1% | -23.7% |
| 3Y | +32.8% | +53.2% | -20.4% | +3.4% |
| 5Y | +46.0% | +62.4% | -16.5% | +6.7% |
| 10Y | +125.5% | +274.7% | -149.2% | +13.1% |
| All | +125.5% | +276.8% | -151.3% | +13.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling