-54.0%
USAR vs JBHT
+33.2%
-87.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.9% | -10.5% | -10.0% |
| 7D | -9.1% | +0.9% | -10.0% | -9.4% |
| 30D | -36.9% | -1.1% | -35.8% | -36.5% |
| 3M | -58.4% | -14.8% | -43.6% | -55.4% |
| 6M | -70.6% | -7.4% | -63.2% | -71.2% |
| YTD | -33.4% | +17.3% | -50.8% | -48.3% |
| 1Y | -54.0% | +35.3% | -89.4% | -67.0% |
| All | -54.0% | +33.2% | -87.3% | -67.0% |
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