+189.7%
JBHT vs WCC
+445.3%
-255.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.6% | +6.0% | -0.7% |
| 7D | -1.4% | -21.9% | +20.5% | +5.6% |
| 30D | -3.1% | -25.4% | +22.3% | +4.9% |
| 3M | -19.5% | -23.1% | +3.6% | -14.0% |
| 6M | -9.6% | -18.1% | +8.5% | -6.1% |
| YTD | +13.3% | +17.7% | -4.4% | +4.6% |
| 1Y | +29.7% | +12.4% | +17.3% | +21.2% |
| 3Y | +28.3% | +105.9% | -77.6% | -4.5% |
| 5Y | +18.5% | +116.8% | -98.3% | -17.6% |
| All | +189.7% | +445.3% | -255.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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