+4,304.5%
JBHT vs BB
+290.1%
+4,014.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.5% | +0.9% | -3.0% |
| 7D | -1.4% | -8.9% | +7.5% | -0.4% |
| 30D | -3.1% | -12.6% | +9.6% | -1.8% |
| 3M | -19.5% | -4.1% | -15.4% | -19.6% |
| 6M | -9.6% | +49.5% | -59.0% | -15.2% |
| YTD | +13.3% | +120.8% | -107.5% | +1.3% |
| 1Y | +29.7% | +76.2% | -46.5% | +18.7% |
| 3Y | +28.3% | +123.8% | -95.5% | +10.7% |
| 5Y | +18.5% | -24.3% | +42.7% | +12.5% |
| 10Y | +198.1% | +20.1% | +178.0% | +137.1% |
| All | +4,304.5% | +290.1% | +4,014.4% | +3,373.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling