+158.5%
XBI vs JBHT
+276.8%
-118.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | -0.9% | +7.1% | -8.0% | -3.4% |
| 30D | +2.9% | +2.3% | +0.6% | +1.8% |
| 3M | +26.2% | -4.5% | +30.7% | +27.4% |
| 6M | +30.7% | +29.2% | +1.5% | +17.1% |
| YTD | +32.9% | +42.2% | -9.2% | +14.3% |
| 1Y | +72.3% | +93.7% | -21.5% | +29.1% |
| 3Y | +107.2% | +53.2% | +54.0% | +66.8% |
| 5Y | +23.2% | +62.4% | -39.3% | -5.7% |
| 10Y | +158.5% | +274.7% | -116.1% | +16.6% |
| All | +158.5% | +276.8% | -118.3% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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