+173.8%
JBHT vs IBN
+383.7%
-210.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | +4.2% | +5.7% | -1.5% | +2.8% |
| 30D | -0.4% | +20.5% | -20.9% | -4.8% |
| 3M | -17.3% | +15.2% | -32.6% | -20.2% |
| 6M | -3.5% | +34.5% | -38.0% | -10.2% |
| YTD | +18.0% | +16.4% | +1.7% | +13.5% |
| 1Y | +35.5% | +13.5% | +22.0% | +30.9% |
| 3Y | +34.8% | +55.4% | -20.7% | +20.1% |
| 5Y | +19.7% | +73.1% | -53.3% | +3.5% |
| All | +173.8% | +383.7% | -210.0% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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