+4,543.0%
BEN vs JBHT
+9,288.5%
-4,745.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.6% | -1.3% | -3.7% |
| 7D | -0.4% | -1.4% | +1.0% | +0.1% |
| 30D | -0.7% | -3.1% | +2.4% | +0.2% |
| 3M | -6.8% | -19.5% | +12.7% | -0.6% |
| 6M | +7.9% | -9.6% | +17.5% | +10.2% |
| YTD | +39.6% | +13.3% | +26.3% | +32.0% |
| 1Y | +48.5% | +29.7% | +18.8% | +34.1% |
| 3Y | +55.7% | +28.3% | +27.4% | +37.8% |
| 5Y | +15.1% | +18.5% | -3.3% | +3.9% |
| 10Y | +57.4% | +198.1% | -140.7% | +5.4% |
| All | +4,543.0% | +9,288.5% | -4,745.4% | +1,342.3% |
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