+22.4%
JBHT vs BB
-17.6%
+40.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.7% |
| 7D | +7.0% | +1.8% | +5.2% | +6.7% |
| 30D | +0.5% | +8.1% | -7.6% | -1.1% |
| 3M | -17.4% | -1.0% | -16.4% | -17.9% |
| 6M | -1.7% | +45.9% | -47.6% | -10.3% |
| YTD | +20.7% | +134.8% | -114.1% | +0.7% |
| 1Y | +41.1% | +104.6% | -63.5% | +20.1% |
| 3Y | +38.0% | +152.8% | -114.8% | +6.8% |
| All | +22.4% | -17.6% | +40.0% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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