+3.1%
BTDR vs JBHT
+89.9%
-86.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.8% | +1.1% | +3.1% |
| 7D | +20.0% | +4.9% | +15.1% | +18.4% |
| 30D | +11.9% | +0.6% | +11.4% | +11.8% |
| 3M | -36.9% | -3.2% | -33.7% | -36.4% |
| 6M | +56.5% | +17.0% | +39.6% | +48.1% |
| YTD | +10.4% | +41.7% | -31.2% | +2.4% |
| 1Y | +3.1% | +90.0% | -86.9% | -9.0% |
| All | +3.1% | +89.9% | -86.8% | -9.0% |
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