+58.3%
BEN vs JBHT
+186.6%
-128.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.8% |
| 7D | +12.1% | +0.9% | +11.2% | +11.8% |
| 30D | +13.4% | -1.1% | +14.5% | +14.0% |
| 3M | +9.4% | -14.8% | +24.2% | +16.7% |
| 6M | +19.3% | -7.4% | +26.7% | +21.1% |
| YTD | +57.3% | +17.3% | +39.9% | +41.1% |
| 1Y | +69.1% | +35.3% | +33.8% | +41.1% |
| 3Y | +85.6% | +33.9% | +51.7% | +48.5% |
| 5Y | +32.9% | +22.5% | +10.4% | +9.0% |
| 10Y | +58.3% | +181.3% | -123.0% | -25.0% |
| All | +58.3% | +186.6% | -128.3% | -25.0% |
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