+177.8%
JBHT vs BBIO
+155.8%
+22.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.3% |
| 7D | +7.0% | +5.4% | +1.6% | +6.7% |
| 30D | +0.5% | +20.6% | -20.1% | -0.7% |
| 3M | -17.4% | -3.6% | -13.8% | -17.2% |
| 6M | -1.7% | +14.1% | -15.8% | -2.8% |
| YTD | +20.7% | +2.4% | +18.4% | +19.9% |
| 1Y | +41.1% | +20.4% | +20.7% | +38.6% |
| 3Y | +38.0% | +184.5% | -146.5% | +26.7% |
| 5Y | +22.5% | +63.5% | -41.1% | +5.4% |
| All | +177.8% | +155.8% | +22.0% | +118.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling