+498.7%
BTSG vs JBHT
+8.7%
+490.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.6% | -2.1% | -4.9% |
| 7D | +9.4% | -1.4% | +10.7% | +9.7% |
| 30D | +3.3% | -3.1% | +6.4% | +3.9% |
| 3M | +4.5% | -19.5% | +24.1% | +8.9% |
| 6M | +28.0% | -9.6% | +37.6% | +29.3% |
| YTD | +75.9% | +13.3% | +62.6% | +67.9% |
| 1Y | +101.5% | +29.7% | +71.8% | +86.6% |
| All | +498.7% | +8.7% | +490.0% | +451.1% |
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