+49.8%
USFD vs JBHT
+34.8%
+14.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.1% | +7.4% | +8.3% |
| 7D | +7.8% | +1.7% | +6.1% | +7.7% |
| 30D | +16.2% | -1.2% | +17.3% | +16.3% |
| 3M | +11.0% | -17.1% | +28.1% | +12.3% |
| 6M | +20.7% | -4.4% | +25.1% | +21.0% |
| YTD | +46.0% | +17.5% | +28.5% | +39.9% |
| 1Y | +49.8% | +32.6% | +17.2% | +38.7% |
| All | +49.8% | +34.8% | +14.9% | +38.7% |
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