+6,763.4%
BTI vs JBHT
+9,680.3%
-2,916.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.7% |
| 6M | +4.0% | -5.1% | +9.1% | +4.3% |
| YTD | +12.7% | +18.0% | -5.4% | +10.1% |
| 1Y | +15.9% | +36.5% | -20.6% | +11.5% |
| 3Y | +148.9% | +34.8% | +114.2% | +136.5% |
| 5Y | +152.8% | +21.4% | +131.3% | +141.0% |
| 10Y | +124.2% | +178.0% | -53.7% | +93.4% |
| All | +6,763.4% | +9,680.3% | -2,916.9% | +4,198.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling