+34.9%
JBHT vs BR
+15.2%
+19.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +0.5% | +1.9% | -1.4% | 0.0% |
| 30D | -0.1% | +15.9% | -16.0% | -3.8% |
| 3M | -14.0% | +13.7% | -27.7% | -17.0% |
| 6M | -5.1% | +31.0% | -36.1% | -12.2% |
| YTD | +18.0% | -12.0% | +30.0% | +26.3% |
| 1Y | +36.5% | -11.5% | +48.0% | +45.6% |
| All | +34.9% | +15.2% | +19.7% | +25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling