+181.3%
JBHT vs WING
+675.9%
-494.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.1% | +1.5% |
| 7D | +0.9% | +5.0% | -4.0% | +0.1% |
| 30D | -1.1% | +38.7% | -39.8% | -6.6% |
| 3M | -14.8% | +44.7% | -59.5% | -20.7% |
| 6M | -7.4% | +31.5% | -38.9% | -13.0% |
| YTD | +17.3% | -28.4% | +45.7% | +20.9% |
| 1Y | +35.3% | -28.2% | +63.5% | +39.2% |
| 3Y | +33.9% | -18.4% | +52.4% | +27.5% |
| 5Y | +22.5% | +5.2% | +17.3% | +5.2% |
| 10Y | +181.3% | +699.8% | -518.5% | +52.9% |
| All | +181.3% | +675.9% | -494.5% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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