+7,840.2%
ZBRA vs JBHT
+7,683.9%
+156.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | -10.9% | -1.6% | -9.3% | -10.5% |
| 30D | -16.6% | -2.3% | -14.3% | -16.1% |
| 3M | -11.6% | -18.5% | +6.9% | -7.0% |
| 6M | +40.2% | -11.3% | +51.4% | +43.9% |
| YTD | +32.6% | +12.6% | +20.1% | +27.1% |
| 1Y | +24.7% | +29.8% | -5.1% | +14.9% |
| 3Y | +56.3% | +28.1% | +28.2% | +43.6% |
| 5Y | -47.0% | +17.7% | -64.7% | -50.3% |
| 10Y | +411.4% | +196.1% | +215.2% | +281.8% |
| All | +7,840.2% | +7,683.9% | +156.3% | +2,868.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling