+18.5%
JBHT vs BBAI
-77.8%
+96.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -13.3% | +9.7% | -3.4% |
| 7D | -1.4% | -16.9% | +15.5% | -1.2% |
| 30D | -3.1% | -14.0% | +10.9% | -3.0% |
| 3M | -19.5% | -26.7% | +7.2% | -19.3% |
| 6M | -9.6% | -46.4% | +36.8% | -9.1% |
| YTD | +13.3% | -58.9% | +72.2% | +14.0% |
| 1Y | +29.7% | -63.8% | +93.5% | +30.5% |
| 3Y | +28.3% | +54.2% | -25.9% | +26.5% |
| 5Y | +18.5% | -77.7% | +96.2% | +14.2% |
| All | +18.5% | -77.8% | +96.2% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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