+176.6%
URI vs JBHT
+15.0%
+161.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.6% | -3.6% | -5.2% |
| 7D | -12.9% | -1.4% | -11.5% | -12.2% |
| 30D | -3.4% | -3.1% | -0.3% | -1.8% |
| 3M | -10.0% | -19.5% | +9.5% | -0.1% |
| 6M | +12.2% | -9.6% | +21.8% | +15.8% |
| YTD | +29.8% | +13.3% | +16.4% | +18.0% |
| 1Y | +24.6% | +29.7% | -5.1% | +4.9% |
| 3Y | +137.6% | +28.3% | +109.3% | +94.4% |
| 5Y | +176.6% | +18.5% | +158.2% | +123.1% |
| All | +176.6% | +15.0% | +161.6% | +123.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling