+69.1%
BEN vs JBHT
+33.2%
+35.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | +12.1% | +0.9% | +11.2% | +11.9% |
| 30D | +13.4% | -1.1% | +14.5% | +13.7% |
| 3M | +9.4% | -14.8% | +24.2% | +13.0% |
| 6M | +19.3% | -7.4% | +26.7% | +18.9% |
| YTD | +57.3% | +17.3% | +39.9% | +42.2% |
| 1Y | +69.1% | +35.3% | +33.8% | +45.0% |
| All | +69.1% | +33.2% | +35.9% | +45.0% |
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