+138,844.1%
UNH vs JBHT
+9,680.3%
+129,163.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -0.6% |
| 7D | -1.6% | +0.5% | -2.0% | -1.6% |
| 30D | +6.5% | -0.1% | +6.5% | +6.5% |
| 3M | +0.8% | -14.0% | +14.8% | +3.0% |
| 6M | +6.1% | -5.1% | +11.1% | +6.3% |
| YTD | +24.5% | +18.0% | +6.4% | +20.0% |
| 1Y | +26.3% | +36.5% | -10.2% | +18.8% |
| 3Y | -20.7% | +34.8% | -55.5% | -26.7% |
| 5Y | -3.6% | +21.4% | -25.0% | -10.4% |
| 10Y | +225.1% | +178.0% | +47.1% | +161.1% |
| All | +138,844.1% | +9,680.3% | +129,163.9% | +63,546.3% |
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