-2.6%
BLDR vs JBHT
+15.0%
-17.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.6% | -2.2% | -3.6% |
| 7D | +3.9% | -1.4% | +5.3% | +4.9% |
| 30D | +16.5% | -3.1% | +19.6% | +18.7% |
| 3M | -13.7% | -19.5% | +5.9% | -2.8% |
| 6M | -12.2% | -9.6% | -2.6% | -8.9% |
| YTD | -36.3% | +13.3% | -49.7% | -43.1% |
| 1Y | -41.3% | +29.7% | -71.0% | -51.8% |
| 3Y | -48.3% | +28.3% | -76.6% | -58.9% |
| 5Y | -2.6% | +18.5% | -21.1% | -21.5% |
| All | -2.6% | +15.0% | -17.6% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling