+148.0%
BTI vs JBHT
+34.7%
+113.3%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.2% |
| 7D | -0.1% | +0.9% | -1.1% | -0.2% |
| 30D | +9.6% | -1.1% | +10.7% | +9.6% |
| 3M | +8.3% | -14.8% | +23.1% | +8.9% |
| 6M | +7.5% | -7.4% | +14.9% | +7.9% |
| YTD | +12.3% | +17.3% | -5.1% | +12.5% |
| 1Y | +16.2% | +35.3% | -19.1% | +16.4% |
| 3Y | +148.0% | +33.9% | +114.0% | +142.7% |
| All | +148.0% | +34.7% | +113.3% | +142.7% |
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