+153.0%
BTI vs JBHT
+17.1%
+135.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.4% |
| 7D | -1.0% | -1.6% | +0.6% | -0.9% |
| 30D | +13.0% | -2.3% | +15.3% | +13.2% |
| 3M | +3.7% | -18.5% | +22.1% | +5.3% |
| 6M | +3.7% | -11.3% | +14.9% | +4.5% |
| YTD | +10.6% | +12.6% | -1.9% | +9.4% |
| 1Y | +17.1% | +29.8% | -12.7% | +14.5% |
| 3Y | +140.2% | +28.1% | +112.1% | +133.4% |
| All | +153.0% | +17.1% | +135.9% | +141.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling