+218.8%
JBHT vs BBIO
+148.5%
+70.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -2.7% |
| 7D | +2.9% | -0.5% | +3.5% | +2.9% |
| 30D | +0.6% | -10.1% | +10.8% | +1.3% |
| 3M | -6.6% | +12.4% | -19.0% | -7.4% |
| 6M | +23.6% | +15.9% | +7.7% | +22.0% |
| YTD | +38.6% | -0.5% | +39.1% | +37.9% |
| 1Y | +91.5% | +42.2% | +49.3% | +85.8% |
| 3Y | +49.3% | +167.8% | -118.5% | +37.6% |
| 5Y | +62.3% | +49.6% | +12.8% | +40.4% |
| All | +218.8% | +148.5% | +70.3% | +151.9% |
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