+274.7%
JBHT vs BTG
+139.8%
+134.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.2% | +0.5% |
| 7D | +7.1% | +4.8% | +2.3% | +6.9% |
| 30D | +2.3% | +8.3% | -6.0% | +1.8% |
| 3M | -4.5% | +32.3% | -36.8% | -6.1% |
| 6M | +29.2% | +3.0% | +26.3% | +28.4% |
| YTD | +42.2% | +21.9% | +20.3% | +39.7% |
| 1Y | +93.7% | +28.2% | +65.6% | +89.8% |
| 3Y | +53.2% | +99.9% | -46.7% | +45.4% |
| 5Y | +62.4% | +73.6% | -11.1% | +54.2% |
| 10Y | +274.7% | +136.5% | +138.2% | +263.8% |
| All | +274.7% | +139.8% | +134.9% | +263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BTG 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling