+1,574.6%
BE vs JBHT
+47.5%
+1,527.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.8% | +4.5% | +6.6% |
| 7D | +20.0% | +4.9% | +15.1% | +18.4% |
| 30D | +7.9% | +0.6% | +7.3% | +7.9% |
| 3M | -13.2% | -3.2% | -10.0% | -12.9% |
| 6M | +53.5% | +17.0% | +36.5% | +43.9% |
| YTD | +191.0% | +41.7% | +149.4% | +157.1% |
| 1Y | +360.5% | +90.0% | +270.5% | +268.6% |
| All | +1,574.6% | +47.5% | +1,527.1% | +1,395.1% |
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