+371.4%
ZBRA vs JBHT
+186.6%
+184.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.1% |
| 7D | -2.5% | +0.9% | -3.4% | -3.0% |
| 30D | -17.0% | -1.1% | -15.9% | -16.7% |
| 3M | -15.0% | -14.8% | -0.2% | -8.7% |
| 6M | +42.2% | -7.4% | +49.6% | +45.3% |
| YTD | +32.4% | +17.3% | +15.0% | +17.4% |
| 1Y | +23.3% | +35.3% | -12.0% | +0.9% |
| 3Y | +55.9% | +33.9% | +21.9% | +24.1% |
| 5Y | -44.8% | +22.5% | -67.3% | -54.7% |
| 10Y | +371.4% | +181.3% | +190.0% | +149.5% |
| All | +371.4% | +186.6% | +184.8% | +149.5% |
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 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