+29.8%
JBHT vs BWA
+10.1%
+19.7%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.1% |
| 7D | -1.6% | -5.5% | +3.9% | -0.6% |
| 30D | -2.3% | -21.7% | +19.4% | +1.9% |
| 3M | -18.5% | -25.6% | +7.2% | -14.2% |
| 6M | -11.3% | -17.4% | +6.2% | -8.9% |
| YTD | +12.6% | +9.2% | +3.4% | +1.1% |
| 1Y | +29.8% | +9.7% | +20.0% | +16.2% |
| All | +29.8% | +10.1% | +19.7% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling