+1,340.7%
URI vs JBHT
+192.4%
+1,148.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.6% |
| 7D | -9.8% | -1.6% | -8.2% | -8.8% |
| 30D | +1.7% | -2.3% | +4.0% | +3.2% |
| 3M | -9.1% | -18.5% | +9.4% | +2.3% |
| 6M | +9.9% | -11.3% | +21.1% | +15.6% |
| YTD | +31.2% | +12.6% | +18.7% | +17.1% |
| 1Y | +25.9% | +29.8% | -3.8% | +1.7% |
| 3Y | +147.4% | +28.1% | +119.3% | +90.5% |
| 5Y | +179.7% | +17.7% | +162.1% | +121.5% |
| All | +1,340.7% | +192.4% | +1,148.3% | +362.3% |
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