+126.2%
XBI vs JBHT
+35.7%
+90.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +1.9% | +4.2% | -2.3% | +0.8% |
| 30D | +3.0% | -0.4% | +3.4% | +3.1% |
| 3M | -5.1% | -17.3% | +12.2% | -1.0% |
| 6M | +12.2% | -3.5% | +15.7% | +11.3% |
| YTD | +24.1% | +18.0% | +6.1% | +15.2% |
| 1Y | +33.1% | +35.5% | -2.5% | +18.3% |
| All | +126.2% | +35.7% | +90.4% | +91.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling