+171.6%
JBHT vs BBIO
+155.4%
+16.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.1% |
| 7D | +4.2% | +5.3% | -1.1% | +3.8% |
| 30D | -0.4% | +23.5% | -23.9% | -1.8% |
| 3M | -17.3% | -6.8% | -10.6% | -17.0% |
| 6M | -3.5% | +18.5% | -22.0% | -4.8% |
| YTD | +18.0% | +2.2% | +15.8% | +17.2% |
| 1Y | +35.5% | +18.0% | +17.5% | +33.3% |
| 3Y | +34.8% | +188.5% | -153.7% | +23.7% |
| 5Y | +19.7% | +63.3% | -43.5% | +3.0% |
| All | +171.6% | +155.4% | +16.2% | +114.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling