+20.3%
JBHT vs WCC
+141.7%
-121.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.1% | -5.0% | +0.8% |
| 7D | +0.4% | -5.7% | +6.1% | +1.7% |
| 30D | -2.0% | -13.5% | +11.5% | +1.4% |
| 3M | -16.3% | -12.9% | -3.4% | -13.8% |
| 6M | -8.2% | -10.7% | +2.4% | -7.2% |
| YTD | +16.3% | +30.0% | -13.7% | +4.1% |
| 1Y | +32.2% | +24.7% | +7.5% | +19.7% |
| 3Y | +34.4% | +136.6% | -102.2% | -3.8% |
| 5Y | +20.3% | +143.9% | -123.6% | -20.0% |
| All | +20.3% | +141.7% | -121.3% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling