-53.5%
USAR vs JBHT
+36.3%
-89.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.7% | +4.0% |
| 7D | +0.8% | +0.5% | +0.3% | +0.7% |
| 30D | -30.1% | -0.1% | -30.0% | -29.9% |
| 3M | -56.3% | -14.0% | -42.3% | -53.4% |
| 6M | -68.6% | -5.1% | -63.5% | -69.8% |
| YTD | -30.5% | +18.0% | -48.6% | -46.5% |
| 1Y | -53.5% | +36.5% | -90.0% | -65.8% |
| All | -53.5% | +36.3% | -89.8% | -65.8% |
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