-20.9%
BAX vs JBHT
+27.4%
-48.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | +12.1% | -1.6% | +13.7% | +12.8% |
| 30D | +7.6% | -2.3% | +9.9% | +8.3% |
| 3M | -4.5% | -18.5% | +14.0% | +1.0% |
| 6M | +52.0% | -11.3% | +63.3% | +55.0% |
| YTD | +35.1% | +12.6% | +22.6% | +27.6% |
| 1Y | +43.7% | +29.8% | +14.0% | +29.7% |
| 3Y | -20.9% | +28.1% | -49.0% | -34.7% |
| All | -20.9% | +27.4% | -48.3% | -34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling