-49.8%
USAR vs JBHT
+34.8%
-84.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.1% | -6.9% | -6.4% |
| 7D | -21.8% | +1.7% | -23.5% | -22.5% |
| 30D | -39.9% | -1.2% | -38.8% | -39.6% |
| 3M | -52.5% | -17.1% | -35.4% | -48.3% |
| 6M | -67.9% | -4.4% | -63.5% | -69.4% |
| YTD | -31.1% | +17.5% | -48.6% | -46.9% |
| 1Y | -49.8% | +32.6% | -82.4% | -65.0% |
| All | -49.8% | +34.8% | -84.7% | -65.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling