+5,406.3%
JBHT vs BB
+258.8%
+5,147.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +4.9% | -5.6% | +10.5% | +5.6% |
| 30D | +0.6% | -11.8% | +12.4% | +1.9% |
| 3M | -3.2% | -25.5% | +22.3% | -0.7% |
| 6M | +17.0% | +121.3% | -104.3% | +5.0% |
| YTD | +41.7% | +103.2% | -61.5% | +28.4% |
| 1Y | +90.0% | +102.6% | -12.6% | +71.5% |
| 3Y | +47.0% | +37.5% | +9.5% | +34.0% |
| 5Y | +58.3% | -30.4% | +88.8% | +52.0% |
| 10Y | +273.9% | 0.0% | +273.9% | +204.8% |
| All | +5,406.3% | +258.8% | +5,147.4% | +4,303.2% |
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