+117.9%
BTSG vs JBHT
+34.8%
+83.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | -0.2% |
| 7D | +17.4% | +1.7% | +15.7% | +17.0% |
| 30D | +12.6% | -1.2% | +13.7% | +12.8% |
| 3M | +11.2% | -17.1% | +28.3% | +14.8% |
| 6M | +30.4% | -4.4% | +34.8% | +28.3% |
| YTD | +86.4% | +17.5% | +68.9% | +68.2% |
| 1Y | +117.9% | +32.6% | +85.3% | +88.7% |
| All | +117.9% | +34.8% | +83.1% | +88.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling