+218.9%
JBHT vs BBIO
+136.9%
+82.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.7% | +0.3% |
| 7D | +0.6% | -3.9% | +4.4% | +0.8% |
| 30D | +0.9% | -13.4% | +14.3% | +1.8% |
| 3M | -4.4% | +7.6% | -12.0% | -5.0% |
| 6M | +24.5% | -2.4% | +27.0% | +24.4% |
| YTD | +38.6% | -5.2% | +43.8% | +38.4% |
| 1Y | +97.2% | +36.9% | +60.3% | +91.8% |
| 3Y | +49.3% | +155.2% | -105.9% | +38.0% |
| 5Y | +61.4% | +44.0% | +17.4% | +39.9% |
| All | +218.9% | +136.9% | +82.0% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BBIO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling