+72.2%
BBY vs JBHT
+27.4%
+44.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | +4.2% | -1.6% | +5.8% | +4.9% |
| 30D | +17.8% | -2.3% | +20.1% | +18.9% |
| 3M | +25.8% | -18.5% | +44.3% | +35.2% |
| 6M | +73.8% | -11.3% | +85.1% | +78.9% |
| YTD | +54.7% | +12.6% | +42.2% | +42.3% |
| 1Y | +33.4% | +29.8% | +3.6% | +14.7% |
| 3Y | +72.2% | +28.1% | +44.1% | +30.1% |
| All | +72.2% | +27.4% | +44.8% | +30.1% |
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