+184.7%
JBHT vs BNS
+186.8%
-2.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.1% |
| 7D | +0.2% | -0.8% | +1.0% | +0.6% |
| 30D | -2.2% | +5.5% | -7.7% | -5.0% |
| 3M | -16.5% | +6.0% | -22.5% | -19.2% |
| 6M | -8.4% | +22.6% | -31.0% | -18.6% |
| YTD | +16.1% | +30.5% | -14.4% | -0.3% |
| 1Y | +31.9% | +44.1% | -12.2% | +7.3% |
| 3Y | +34.1% | +150.8% | -116.6% | -20.5% |
| 5Y | +20.1% | +80.7% | -60.6% | -15.4% |
| 10Y | +184.7% | +185.2% | -0.5% | +67.5% |
| All | +184.7% | +186.8% | -2.2% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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