+284.1%
UNP vs JBHT
+186.6%
+97.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.8% |
| 7D | -0.9% | +0.9% | -1.9% | -1.3% |
| 30D | +8.0% | -1.1% | +9.1% | +8.5% |
| 3M | +3.3% | -14.8% | +18.2% | +10.1% |
| 6M | +14.7% | -7.4% | +22.2% | +16.8% |
| YTD | +31.9% | +17.3% | +14.6% | +19.3% |
| 1Y | +37.1% | +35.3% | +1.8% | +15.6% |
| 3Y | +51.9% | +33.9% | +17.9% | +22.7% |
| 5Y | +39.3% | +22.5% | +16.8% | +14.3% |
| 10Y | +284.1% | +181.3% | +102.8% | +79.3% |
| All | +284.1% | +186.6% | +97.5% | +79.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling