+9,592.7%
UNP vs JBHT
+9,288.5%
+304.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.6% | +0.1% | -2.5% |
| 7D | -1.3% | -1.4% | +0.1% | -0.9% |
| 30D | +7.7% | -3.1% | +10.8% | +8.6% |
| 3M | +1.3% | -19.5% | +20.8% | +7.0% |
| 6M | +14.0% | -9.6% | +23.5% | +16.3% |
| YTD | +30.8% | +13.3% | +17.4% | +25.1% |
| 1Y | +40.0% | +29.7% | +10.3% | +28.9% |
| 3Y | +50.1% | +28.3% | +21.8% | +35.8% |
| 5Y | +39.6% | +18.5% | +21.2% | +27.9% |
| 10Y | +318.1% | +198.1% | +120.0% | +201.6% |
| All | +9,592.7% | +9,288.5% | +304.2% | +3,883.5% |
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