+100.0%
BN vs JBHT
+35.7%
+64.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.0% |
| 7D | -2.4% | +0.5% | -2.9% | -2.6% |
| 30D | +13.5% | -0.1% | +13.6% | +13.5% |
| 3M | -5.9% | -14.0% | +8.1% | -2.0% |
| 6M | -8.9% | -5.1% | -3.8% | -9.2% |
| YTD | -7.9% | +18.0% | -25.9% | -15.8% |
| 1Y | -8.3% | +36.5% | -44.8% | -20.7% |
| All | +100.0% | +35.7% | +64.3% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling