+185.2%
JBHT vs BR
+266.7%
-81.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.7% |
| 7D | +0.4% | +4.4% | -4.0% | -1.6% |
| 30D | -2.0% | +16.3% | -18.2% | -8.6% |
| 3M | -16.3% | +16.2% | -32.5% | -22.3% |
| 6M | -8.2% | +30.3% | -38.6% | -19.8% |
| YTD | +16.3% | -12.2% | +28.5% | +21.9% |
| 1Y | +32.2% | -11.3% | +43.5% | +37.7% |
| 3Y | +34.4% | +15.2% | +19.1% | +20.6% |
| 5Y | +20.3% | +18.0% | +2.3% | +4.3% |
| 10Y | +185.2% | +268.7% | -83.4% | +59.6% |
| All | +185.2% | +266.7% | -81.4% | +59.6% |
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