+178.9%
YUM vs JBHT
+266.9%
-87.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.8% |
| 7D | -3.6% | +2.9% | -6.5% | -4.2% |
| 30D | +0.4% | +0.6% | -0.2% | +0.1% |
| 3M | -3.8% | -6.6% | +2.8% | -2.6% |
| 6M | -8.3% | +23.6% | -31.9% | -13.7% |
| YTD | -2.6% | +38.6% | -41.2% | -11.4% |
| 1Y | +1.5% | +91.5% | -90.0% | -15.9% |
| 3Y | +21.6% | +49.3% | -27.7% | +5.2% |
| 5Y | +23.5% | +62.3% | -38.8% | +0.9% |
| 10Y | +178.9% | +276.9% | -98.0% | +63.6% |
| All | +178.9% | +266.9% | -87.9% | +63.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling