+49.7%
JBHT vs BRKR
-11.6%
+61.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | +0.6% | -9.8% | +10.4% | +3.0% |
| 30D | +0.9% | -6.1% | +7.0% | +2.3% |
| 3M | -4.4% | -2.4% | -2.1% | -5.8% |
| 6M | +24.5% | +46.7% | -22.2% | +8.2% |
| YTD | +38.6% | +14.0% | +24.6% | +28.8% |
| 1Y | +97.2% | +76.5% | +20.6% | +61.3% |
| All | +49.7% | -11.6% | +61.2% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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