+136,354.5%
UNH vs JBHT
+9,288.5%
+127,066.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.6% | +0.2% | -2.7% |
| 7D | -3.7% | -1.4% | -2.3% | -3.5% |
| 30D | +5.2% | -3.1% | +8.2% | +5.7% |
| 3M | -3.5% | -19.5% | +16.0% | -0.3% |
| 6M | +10.0% | -9.6% | +19.6% | +11.2% |
| YTD | +22.2% | +13.3% | +8.9% | +18.7% |
| 1Y | +24.0% | +29.7% | -5.7% | +17.6% |
| 3Y | -20.6% | +28.3% | -48.9% | -26.0% |
| 5Y | -5.0% | +18.5% | -23.4% | -11.3% |
| 10Y | +239.4% | +198.1% | +41.3% | +170.1% |
| All | +136,354.5% | +9,288.5% | +127,066.0% | +62,835.0% |
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