+54.6%
BTDR vs JBHT
+27.4%
+27.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -0.7% | +13.9% | +13.7% |
| 7D | -10.4% | -1.6% | -8.8% | -9.2% |
| 30D | -42.2% | -2.3% | -39.9% | -41.3% |
| 3M | -42.8% | -18.5% | -24.4% | -35.8% |
| 6M | -60.2% | -11.3% | -48.9% | -58.3% |
| YTD | -46.3% | +12.6% | -58.9% | -52.4% |
| 1Y | -71.7% | +29.8% | -101.4% | -77.2% |
| 3Y | +54.6% | +28.1% | +26.5% | +0.1% |
| All | +54.6% | +27.4% | +27.2% | +0.1% |
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