+187.8%
JBHT vs WCN
+309.0%
-121.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | 0.0% |
| 7D | -1.6% | +2.9% | -4.5% | -2.9% |
| 30D | -2.3% | +22.1% | -24.4% | -11.5% |
| 3M | -18.5% | +13.2% | -31.6% | -23.4% |
| 6M | -11.3% | +23.7% | -35.0% | -20.5% |
| YTD | +12.6% | +8.7% | +3.8% | +6.9% |
| 1Y | +29.8% | +15.3% | +14.4% | +19.5% |
| 3Y | +28.1% | +46.0% | -17.9% | +0.4% |
| 5Y | +17.7% | +45.9% | -28.2% | -9.2% |
| All | +187.8% | +309.0% | -121.2% | +54.5% |
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