+276.9%
JBHT vs FWONK
+363.5%
-86.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.5% | -3.0% |
| 7D | +2.9% | -0.6% | +3.5% | +3.0% |
| 30D | +0.6% | -5.8% | +6.4% | +2.1% |
| 3M | -6.6% | +10.0% | -16.6% | -9.3% |
| 6M | +23.6% | +14.7% | +8.9% | +18.4% |
| YTD | +38.6% | -1.7% | +40.3% | +38.1% |
| 1Y | +91.5% | -4.6% | +96.1% | +92.0% |
| 3Y | +49.3% | +46.7% | +2.6% | +30.9% |
| 5Y | +62.3% | +99.4% | -37.1% | +28.4% |
| 10Y | +276.9% | +345.6% | -68.6% | +147.0% |
| All | +276.9% | +363.5% | -86.6% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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