+779.7%
JBHT vs BUD
+213.5%
+566.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | 0.0% |
| 7D | +1.7% | +3.3% | -1.6% | +0.5% |
| 30D | -1.2% | +11.8% | -13.0% | -4.9% |
| 3M | -17.1% | -1.1% | -16.0% | -17.1% |
| 6M | -4.4% | +14.9% | -19.3% | -9.3% |
| YTD | +17.5% | +32.6% | -15.1% | +5.9% |
| 1Y | +32.6% | +37.2% | -4.6% | +18.1% |
| 3Y | +33.0% | +48.8% | -15.8% | +13.0% |
| 5Y | +20.3% | +50.7% | -30.4% | -0.2% |
| 10Y | +209.1% | -8.9% | +218.0% | +186.1% |
| All | +779.7% | +213.5% | +566.2% | +353.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling