+185.2%
JBHT vs IBN
+368.7%
-183.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.5% | +2.7% |
| 7D | +0.4% | +14.6% | -14.2% | -2.8% |
| 30D | -2.0% | +23.5% | -25.5% | -6.8% |
| 3M | -16.3% | +14.0% | -30.3% | -18.9% |
| 6M | -8.2% | +31.1% | -39.4% | -14.1% |
| YTD | +16.3% | +16.6% | -0.3% | +11.8% |
| 1Y | +32.2% | +14.9% | +17.3% | +27.4% |
| 3Y | +34.4% | +56.9% | -22.5% | +19.6% |
| 5Y | +20.3% | +69.7% | -49.3% | +4.6% |
| 10Y | +185.2% | +365.4% | -180.1% | +111.4% |
| All | +185.2% | +368.7% | -183.4% | +111.4% |
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