+66.9%
BEN vs JBHT
+36.3%
+30.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +7.2% | +0.5% | +6.7% | +7.1% |
| 30D | +14.1% | -0.1% | +14.2% | +14.1% |
| 3M | +9.9% | -14.0% | +24.0% | +13.3% |
| 6M | +17.4% | -5.1% | +22.5% | +16.1% |
| YTD | +57.3% | +18.0% | +39.3% | +41.8% |
| 1Y | +66.9% | +36.5% | +30.4% | +44.0% |
| All | +66.9% | +36.3% | +30.6% | +44.0% |
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 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