+108.8%
V vs JBHT
+22.2%
+86.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | +0.8% | +0.9% | -0.1% | +0.6% |
| 30D | +9.9% | -1.1% | +11.0% | +10.1% |
| 3M | +17.5% | -14.8% | +32.3% | +20.7% |
| 6M | +33.5% | -7.4% | +40.9% | +34.3% |
| YTD | +21.6% | +17.3% | +4.2% | +15.4% |
| 1Y | +27.6% | +35.3% | -7.8% | +17.2% |
| 3Y | +76.4% | +33.9% | +42.5% | +58.1% |
| All | +108.8% | +22.2% | +86.7% | +82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling