+59.9%
JBHT vs BNS
+94.5%
-34.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.4% |
| 7D | +4.9% | +1.5% | +3.3% | +4.0% |
| 30D | +0.6% | +6.0% | -5.4% | -2.7% |
| 3M | -3.2% | +16.3% | -19.5% | -11.5% |
| 6M | +17.0% | +28.8% | -11.8% | +0.8% |
| YTD | +41.7% | +30.0% | +11.7% | +21.3% |
| 1Y | +90.0% | +50.7% | +39.3% | +49.3% |
| 3Y | +47.0% | +125.4% | -78.4% | -9.5% |
| All | +59.9% | +94.5% | -34.6% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling