+136,006.1%
UNH vs JBHT
+11,637.0%
+124,369.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.8% | -1.4% |
| 7D | +1.1% | +4.9% | -3.8% | +0.2% |
| 30D | -3.8% | +0.6% | -4.4% | -4.0% |
| 3M | +0.7% | -3.2% | +3.9% | +1.0% |
| 6M | +37.9% | +17.0% | +20.9% | +33.6% |
| YTD | +21.9% | +41.7% | -19.7% | +14.3% |
| 1Y | +31.4% | +90.0% | -58.6% | +16.6% |
| 3Y | -11.4% | +47.0% | -58.4% | -19.2% |
| 5Y | +2.5% | +58.3% | -55.8% | -8.7% |
| 10Y | +242.9% | +273.9% | -31.0% | +163.3% |
| All | +136,006.1% | +11,637.0% | +124,369.1% | +60,528.6% |
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