+274.7%
JBHT vs BMRN
-32.7%
+307.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.2% | +1.0% |
| 7D | +7.1% | -0.3% | +7.5% | +7.2% |
| 30D | +2.3% | +1.3% | +1.0% | +1.9% |
| 3M | -4.5% | +14.3% | -18.8% | -7.4% |
| 6M | +29.2% | +5.7% | +23.5% | +27.0% |
| YTD | +42.2% | +8.7% | +33.4% | +38.7% |
| 1Y | +93.7% | +14.6% | +79.1% | +86.0% |
| 3Y | +53.2% | -28.3% | +81.5% | +59.6% |
| 5Y | +62.4% | -15.7% | +78.2% | +61.0% |
| 10Y | +274.7% | -33.7% | +308.4% | +263.7% |
| All | +274.7% | -32.7% | +307.4% | +263.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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