+173.8%
JBHT vs BBWI
-48.2%
+222.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.6% |
| 7D | +4.2% | -4.5% | +8.7% | +5.1% |
| 30D | -0.4% | +17.1% | -17.5% | -3.4% |
| 3M | -17.3% | +17.5% | -34.8% | -20.4% |
| 6M | -3.5% | +12.8% | -16.3% | -7.2% |
| YTD | +18.0% | +8.2% | +9.9% | +13.7% |
| 1Y | +35.5% | -1.8% | +37.3% | +31.7% |
| 3Y | +34.8% | -25.8% | +60.5% | +34.5% |
| 5Y | +19.7% | -68.0% | +87.8% | +34.1% |
| All | +173.8% | -48.2% | +222.0% | +145.5% |
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