-45.1%
USAR vs JBHT
+39.4%
-84.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | -0.1% |
| 7D | -0.8% | +7.0% | -7.8% | -4.2% |
| 30D | -20.9% | +0.5% | -21.4% | -21.1% |
| 3M | -56.2% | -17.4% | -38.8% | -52.4% |
| 6M | -67.9% | -1.7% | -66.2% | -69.7% |
| YTD | -31.4% | +20.7% | -52.2% | -45.8% |
| 1Y | -45.1% | +41.1% | -86.1% | -56.7% |
| All | -45.1% | +39.4% | -84.4% | -56.7% |
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