+85.4%
BE vs JBHT
+39.4%
+46.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.3% | -7.2% | -5.4% |
| 7D | +10.8% | +7.0% | +3.8% | +9.3% |
| 30D | -19.8% | +0.5% | -20.3% | -20.0% |
| 3M | -18.7% | -17.4% | -1.4% | -17.4% |
| 6M | -33.7% | -1.7% | -32.0% | -36.5% |
| YTD | +121.0% | +20.7% | +100.2% | +101.8% |
| 1Y | +85.4% | +41.1% | +44.3% | +96.2% |
| All | +85.4% | +39.4% | +46.0% | +96.2% |
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