+34.2%
JBHT vs BR
-10.8%
+45.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +3.1% |
| 7D | +0.4% | +4.4% | -4.0% | +0.3% |
| 30D | -2.0% | +16.3% | -18.2% | -2.3% |
| 3M | -16.3% | +16.2% | -32.5% | -16.7% |
| 6M | -8.2% | +30.3% | -38.6% | -8.5% |
| YTD | +16.3% | -12.2% | +28.5% | +18.7% |
| All | +34.2% | -10.8% | +45.0% | +37.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling