+178.0%
JBHT vs BBWI
-45.0%
+222.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | +0.5% | -7.7% | +8.2% | +2.0% |
| 30D | -0.1% | +24.8% | -24.8% | -4.3% |
| 3M | -14.0% | +16.2% | -30.3% | -17.1% |
| 6M | -5.1% | +15.8% | -20.9% | -9.1% |
| YTD | +18.0% | +11.4% | +6.6% | +13.0% |
| 1Y | +36.5% | +3.2% | +33.3% | +31.4% |
| 3Y | +34.8% | -23.5% | +58.3% | +33.8% |
| 5Y | +21.4% | -67.4% | +88.8% | +35.5% |
| 10Y | +178.0% | -46.0% | +224.0% | +148.1% |
| All | +178.0% | -45.0% | +222.9% | +148.1% |
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