+52.3%
BDX vs JBHT
+34.8%
+17.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.1% | +4.5% | +5.4% |
| 7D | +7.2% | +1.7% | +5.5% | +6.9% |
| 30D | +15.8% | -1.2% | +17.0% | +16.0% |
| 3M | +23.7% | -17.1% | +40.8% | +27.3% |
| 6M | +44.8% | -4.4% | +49.2% | +43.5% |
| YTD | +39.8% | +17.5% | +22.3% | +29.2% |
| 1Y | +52.3% | +32.6% | +19.7% | +38.3% |
| All | +52.3% | +34.8% | +17.5% | +38.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling