+152.8%
BTI vs JBHT
+22.9%
+129.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | -3.0% | +0.5% | -3.5% | -3.1% |
| 30D | +9.8% | -0.1% | +9.8% | +9.7% |
| 3M | +9.2% | -14.0% | +23.2% | +10.4% |
| 6M | +4.0% | -5.1% | +9.1% | +4.3% |
| YTD | +12.7% | +18.0% | -5.4% | +11.0% |
| 1Y | +15.9% | +36.5% | -20.6% | +12.9% |
| 3Y | +148.9% | +34.8% | +114.2% | +140.7% |
| 5Y | +152.8% | +21.4% | +131.3% | +141.2% |
| All | +152.8% | +22.9% | +129.9% | +141.2% |
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