+180.0%
JBHT vs BWA
+94.2%
+85.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +7.0% | +4.3% | +2.8% | +5.4% |
| 30D | +0.5% | -13.0% | +13.5% | +5.4% |
| 3M | -17.4% | -24.8% | +7.5% | -8.9% |
| 6M | -1.7% | -23.5% | +21.8% | +6.6% |
| YTD | +20.7% | +13.8% | +6.9% | +10.6% |
| 1Y | +41.1% | +13.4% | +27.6% | +29.3% |
| 3Y | +38.0% | +62.8% | -24.8% | +8.6% |
| 5Y | +22.5% | +28.5% | -6.0% | +1.6% |
| All | +180.0% | +94.2% | +85.8% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling