+53.2%
JBHT vs FWONK
+43.1%
+10.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.5% |
| 7D | +7.1% | -2.1% | +9.2% | +7.5% |
| 30D | +2.3% | -7.7% | +10.0% | +3.7% |
| 3M | -4.5% | +9.3% | -13.8% | -6.5% |
| 6M | +29.2% | +13.3% | +15.9% | +25.3% |
| YTD | +42.2% | -3.6% | +45.8% | +42.5% |
| 1Y | +93.7% | -6.8% | +100.5% | +95.3% |
| 3Y | +53.2% | +43.9% | +9.3% | +40.0% |
| All | +53.2% | +43.1% | +10.0% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling