+296.9%
BBY vs JBHT
+191.4%
+105.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.1% | +3.6% | +5.2% |
| 7D | +10.5% | +0.2% | +10.3% | +10.5% |
| 30D | +22.1% | -2.2% | +24.3% | +23.5% |
| 3M | +31.0% | -16.5% | +47.4% | +41.2% |
| 6M | +83.2% | -8.4% | +91.6% | +87.5% |
| YTD | +65.1% | +16.1% | +49.0% | +49.0% |
| 1Y | +41.6% | +31.9% | +9.7% | +19.6% |
| 3Y | +95.6% | +34.1% | +61.5% | +57.9% |
| 5Y | +1.0% | +20.1% | -19.1% | -16.0% |
| 10Y | +296.9% | +184.7% | +112.2% | +106.8% |
| All | +296.9% | +191.4% | +105.5% | +106.8% |
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 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