+38.7%
BNY vs JBHT
+32.1%
+6.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.1% | -0.7% | +1.9% |
| 7D | +2.3% | +0.4% | +1.9% | +2.3% |
| 30D | +6.4% | -2.0% | +8.4% | +6.7% |
| 3M | -3.6% | -16.3% | +12.7% | -1.6% |
| 6M | +16.9% | -8.2% | +25.1% | +15.6% |
| YTD | +32.6% | +16.3% | +16.3% | +21.5% |
| All | +38.7% | +32.1% | +6.6% | +23.0% |
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