+58.0%
BEN vs JBHT
+272.5%
-214.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +2.2% |
| 7D | +0.2% | +4.9% | -4.6% | -2.0% |
| 30D | -0.5% | +0.6% | -1.1% | -1.0% |
| 3M | +9.7% | -3.2% | +12.9% | +10.5% |
| 6M | +33.9% | +17.0% | +17.0% | +22.1% |
| YTD | +49.0% | +41.7% | +7.3% | +23.2% |
| 1Y | +42.1% | +90.0% | -47.9% | -1.0% |
| 3Y | +51.9% | +47.0% | +4.9% | +17.7% |
| 5Y | +39.0% | +58.3% | -19.3% | +0.8% |
| All | +58.0% | +272.5% | -214.5% | -33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling