+221.2%
GWW vs JBHT
+21.8%
+199.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.5% |
| 7D | +5.5% | +0.9% | +4.6% | +5.2% |
| 30D | +14.4% | -1.1% | +15.5% | +14.7% |
| 3M | +13.7% | -14.8% | +28.5% | +18.8% |
| 6M | +20.1% | -7.4% | +27.5% | +21.2% |
| YTD | +47.1% | +17.3% | +29.8% | +36.5% |
| 1Y | +56.2% | +35.3% | +20.9% | +38.3% |
| 3Y | +90.5% | +33.9% | +56.6% | +64.8% |
| 5Y | +221.2% | +22.5% | +198.7% | +171.7% |
| All | +221.2% | +21.8% | +199.4% | +171.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling