+180.0%
JBHT vs WCN
+322.1%
-142.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +7.0% | +2.6% | +4.4% | +5.8% |
| 30D | +0.5% | +23.9% | -23.4% | -9.7% |
| 3M | -17.4% | +17.4% | -34.8% | -23.7% |
| 6M | -1.7% | +28.0% | -29.7% | -13.4% |
| YTD | +20.7% | +11.6% | +9.2% | +13.3% |
| 1Y | +41.1% | +16.9% | +24.2% | +29.2% |
| 3Y | +38.0% | +51.6% | -13.6% | +6.0% |
| 5Y | +22.5% | +48.0% | -25.5% | -6.2% |
| All | +180.0% | +322.1% | -142.0% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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