+187.8%
JBHT vs BR
+250.0%
-62.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | +0.1% |
| 7D | -1.6% | +6.5% | -8.1% | -4.4% |
| 30D | -2.3% | +18.9% | -21.2% | -9.8% |
| 3M | -18.5% | +16.3% | -34.7% | -24.3% |
| 6M | -11.3% | +26.2% | -37.5% | -21.3% |
| YTD | +12.6% | -13.1% | +25.7% | +18.4% |
| 1Y | +29.8% | -10.5% | +40.2% | +34.3% |
| 3Y | +28.1% | +13.3% | +14.7% | +15.9% |
| 5Y | +17.7% | +19.9% | -2.2% | +1.3% |
| All | +187.8% | +250.0% | -62.3% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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