+6,171.8%
JBHT vs BWA
+3,492.4%
+2,679.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | +0.1% | +1.8% |
| 7D | +4.9% | +5.7% | -0.8% | +2.7% |
| 30D | +0.6% | +1.4% | -0.8% | 0.0% |
| 3M | -3.2% | -12.1% | +8.9% | +1.0% |
| 6M | +17.0% | +28.6% | -11.6% | +4.8% |
| YTD | +41.7% | +51.1% | -9.4% | +17.3% |
| 1Y | +90.0% | +55.9% | +34.1% | +55.2% |
| 3Y | +47.0% | +70.1% | -23.2% | +13.8% |
| 5Y | +58.3% | +90.7% | -32.4% | +13.8% |
| 10Y | +273.9% | +154.0% | +119.9% | +121.3% |
| All | +6,171.8% | +3,492.4% | +2,679.5% | +1,259.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling