+657.6%
GWW vs JBHT
+183.5%
+474.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.7% |
| 7D | 0.0% | +0.5% | -0.5% | -0.2% |
| 30D | +14.0% | -0.1% | +14.0% | +13.9% |
| 3M | +14.4% | -14.0% | +28.4% | +20.5% |
| 6M | +21.7% | -5.1% | +26.8% | +21.9% |
| YTD | +48.4% | +18.0% | +30.4% | +34.7% |
| 1Y | +58.4% | +36.5% | +21.9% | +34.9% |
| 3Y | +92.3% | +34.8% | +57.5% | +58.0% |
| 5Y | +221.8% | +21.4% | +200.4% | +168.9% |
| 10Y | +657.6% | +178.0% | +479.6% | +282.1% |
| All | +657.6% | +183.5% | +474.1% | +282.1% |
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