+444.2%
V vs JBHT
+192.0%
+252.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | -1.0% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | +9.5% | -2.0% | +11.5% | +10.1% |
| 3M | +16.7% | -16.3% | +33.0% | +22.0% |
| 6M | +32.9% | -8.2% | +41.2% | +34.5% |
| YTD | +21.1% | +16.3% | +4.8% | +12.8% |
| 1Y | +26.6% | +32.2% | -5.6% | +13.0% |
| 3Y | +78.4% | +34.4% | +44.0% | +51.8% |
| 5Y | +105.5% | +20.3% | +85.1% | +77.5% |
| 10Y | +444.2% | +185.2% | +259.0% | +231.7% |
| All | +444.2% | +192.0% | +252.2% | +231.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling