+273.3%
JBHT vs IBN
+335.2%
-61.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.0% |
| 7D | +4.9% | +1.4% | +3.5% | +4.6% |
| 30D | +0.6% | -0.3% | +0.9% | +0.6% |
| 3M | -3.2% | +17.1% | -20.3% | -6.8% |
| 6M | +17.0% | +3.4% | +13.6% | +15.9% |
| YTD | +41.7% | +2.5% | +39.1% | +40.5% |
| 1Y | +90.0% | -4.2% | +94.1% | +90.9% |
| 3Y | +47.0% | +32.4% | +14.6% | +36.5% |
| 5Y | +58.3% | +59.2% | -0.9% | +40.4% |
| All | +273.3% | +335.2% | -61.9% | +184.2% |
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