+187.8%
JBHT vs BBWI
-43.7%
+231.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | 0.0% |
| 7D | -1.6% | -6.2% | +4.6% | -0.4% |
| 30D | -2.3% | +19.9% | -22.2% | -5.7% |
| 3M | -18.5% | +7.1% | -25.6% | -20.1% |
| 6M | -11.3% | +13.7% | -24.9% | -14.8% |
| YTD | +12.6% | +9.6% | +3.0% | +8.1% |
| 1Y | +29.8% | -1.6% | +31.4% | +26.0% |
| 3Y | +28.1% | -25.9% | +54.0% | +27.9% |
| 5Y | +17.7% | -67.8% | +85.5% | +31.7% |
| All | +187.8% | -43.7% | +231.5% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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