+911.5%
BE vs JBHT
+151.6%
+759.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.8% | +4.5% | +6.0% |
| 7D | +20.0% | +4.9% | +15.1% | +17.3% |
| 30D | +7.9% | +0.6% | +7.3% | +7.8% |
| 3M | -13.2% | -3.2% | -10.0% | -12.9% |
| 6M | +53.5% | +17.0% | +36.5% | +39.5% |
| YTD | +191.0% | +41.7% | +149.4% | +139.2% |
| 1Y | +360.5% | +90.0% | +270.5% | +216.9% |
| 3Y | +1,568.0% | +47.0% | +1,521.0% | +1,191.5% |
| 5Y | +1,055.2% | +58.3% | +996.9% | +758.3% |
| All | +911.5% | +151.6% | +759.8% | +407.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling