+412.8%
BNY vs JBHT
+266.9%
+145.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +0.7% |
| 7D | +0.3% | +2.9% | -2.6% | -0.8% |
| 30D | +1.9% | +0.6% | +1.3% | +1.4% |
| 3M | +13.9% | -6.6% | +20.5% | +16.0% |
| 6M | +42.3% | +23.6% | +18.7% | +29.2% |
| YTD | +41.8% | +38.6% | +3.3% | +22.7% |
| 1Y | +57.9% | +91.5% | -33.5% | +17.7% |
| 3Y | +290.7% | +49.3% | +241.4% | +212.9% |
| 5Y | +252.3% | +62.3% | +190.0% | +160.9% |
| 10Y | +412.8% | +276.9% | +135.9% | +135.3% |
| All | +412.8% | +266.9% | +145.9% | +135.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling