+8,946.8%
JBHT vs BRKR
+197.7%
+8,749.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +7.1% | +4.2% | +3.0% | +6.4% |
| 30D | +2.3% | +9.3% | -7.0% | +0.8% |
| 3M | -4.5% | +3.8% | -8.3% | -6.0% |
| 6M | +29.2% | +59.5% | -30.3% | +17.5% |
| YTD | +42.2% | +24.2% | +18.0% | +34.4% |
| 1Y | +93.7% | +90.5% | +3.3% | +70.3% |
| 3Y | +53.2% | -3.8% | +57.0% | +47.5% |
| 5Y | +62.4% | -34.8% | +97.2% | +64.2% |
| 10Y | +274.7% | +167.6% | +107.1% | +202.7% |
| All | +8,946.8% | +197.7% | +8,749.1% | +5,801.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling