+178.0%
JBHT vs FWONK
+308.2%
-130.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.1% |
| 7D | +0.5% | +12.4% | -11.9% | -2.7% |
| 30D | -0.1% | +18.5% | -18.6% | -4.7% |
| 3M | -14.0% | +8.6% | -22.6% | -16.2% |
| 6M | -5.1% | +19.8% | -24.9% | -10.2% |
| YTD | +18.0% | +12.9% | +5.2% | +13.1% |
| 1Y | +36.5% | +9.0% | +27.5% | +32.0% |
| 3Y | +34.8% | +63.8% | -29.1% | +14.3% |
| 5Y | +21.4% | +95.1% | -73.7% | -4.0% |
| 10Y | +178.0% | +292.8% | -114.9% | +68.6% |
| All | +178.0% | +308.2% | -130.2% | +68.6% |
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