+41.1%
JBHT vs BBWI
+0.1%
+41.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.8% | +2.1% |
| 7D | +7.0% | +0.1% | +6.9% | +7.0% |
| 30D | +0.5% | +12.9% | -12.4% | -0.8% |
| 3M | -17.4% | +16.0% | -33.3% | -18.8% |
| 6M | -1.7% | +16.6% | -18.3% | -4.1% |
| YTD | +20.7% | +9.7% | +11.0% | +20.1% |
| 1Y | +41.1% | +1.5% | +39.6% | +40.7% |
| All | +41.1% | +0.1% | +41.0% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling