+45.5%
UNP vs JBHT
+27.4%
+18.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -2.0% | -2.4% |
| 7D | -4.6% | -1.6% | -3.0% | -4.1% |
| 30D | +5.6% | -2.3% | +7.9% | +6.4% |
| 3M | -1.3% | -18.5% | +17.1% | +4.4% |
| 6M | +9.2% | -11.3% | +20.5% | +12.1% |
| YTD | +27.3% | +12.6% | +14.8% | +21.0% |
| 1Y | +35.9% | +29.8% | +6.2% | +23.4% |
| 3Y | +45.5% | +28.1% | +17.4% | +23.6% |
| All | +45.5% | +27.4% | +18.1% | +23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling