+274.2%
JBHT vs WCN
+238.4%
+35.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.4% |
| 7D | +4.9% | -0.6% | +5.5% | +5.2% |
| 30D | +0.6% | +0.4% | +0.1% | +0.3% |
| 3M | -3.2% | +7.3% | -10.5% | -6.9% |
| 6M | +17.0% | -2.5% | +19.5% | +17.5% |
| YTD | +41.7% | -5.4% | +47.0% | +44.2% |
| 1Y | +90.0% | -8.5% | +98.4% | +96.3% |
| 3Y | +47.0% | +20.8% | +26.2% | +27.0% |
| 5Y | +58.3% | +30.0% | +28.3% | +28.8% |
| All | +274.2% | +238.4% | +35.8% | +103.8% |
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