+547.4%
BTSG vs JBHT
+15.8%
+531.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.8% |
| 7D | +6.0% | +7.0% | -1.0% | +4.6% |
| 30D | +12.4% | +0.5% | +11.9% | +12.2% |
| 3M | +18.2% | -17.4% | +35.6% | +22.5% |
| 6M | +26.0% | -1.7% | +27.7% | +25.1% |
| YTD | +90.1% | +20.7% | +69.4% | +79.2% |
| 1Y | +124.3% | +41.1% | +83.2% | +104.0% |
| All | +547.4% | +15.8% | +531.6% | +488.0% |
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 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