+38.0%
JBHT vs FWONK
+60.8%
-22.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.6% | +2.3% |
| 7D | +7.0% | +2.5% | +4.5% | +6.7% |
| 30D | +0.5% | +20.0% | -19.5% | -2.2% |
| 3M | -17.4% | +5.2% | -22.5% | -17.9% |
| 6M | -1.7% | +18.7% | -20.4% | -4.8% |
| YTD | +20.7% | +10.7% | +10.0% | +18.5% |
| 1Y | +41.1% | +8.2% | +32.8% | +39.3% |
| 3Y | +38.0% | +64.6% | -26.6% | +21.7% |
| All | +38.0% | +60.8% | -22.8% | +21.7% |
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