+62.4%
JBHT vs BBIO
+42.7%
+19.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +7.1% | -2.4% | +9.5% | +7.3% |
| 30D | +2.3% | -11.5% | +13.8% | +3.1% |
| 3M | -4.5% | +11.0% | -15.5% | -5.2% |
| 6M | +29.2% | +14.4% | +14.8% | +27.8% |
| YTD | +42.2% | -2.3% | +44.4% | +41.7% |
| 1Y | +93.7% | +37.7% | +56.0% | +88.8% |
| 3Y | +53.2% | +163.1% | -110.0% | +42.2% |
| 5Y | +62.4% | +49.5% | +12.9% | +32.8% |
| All | +62.4% | +42.7% | +19.7% | +32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling