+28.1%
JBHT vs BUD
+49.3%
-21.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.4% |
| 7D | -1.6% | +4.5% | -6.1% | -2.5% |
| 30D | -2.3% | +12.5% | -14.8% | -4.6% |
| 3M | -18.5% | 0.0% | -18.4% | -18.6% |
| 6M | -11.3% | +3.8% | -15.1% | -12.2% |
| YTD | +12.6% | +33.1% | -20.5% | +6.2% |
| 1Y | +29.8% | +35.5% | -5.7% | +21.9% |
| 3Y | +28.1% | +49.4% | -21.3% | +12.7% |
| All | +28.1% | +49.3% | -21.3% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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