+187.8%
JBHT vs WING
+679.4%
-491.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.4% |
| 7D | -1.6% | +9.0% | -10.6% | -3.0% |
| 30D | -2.3% | +39.9% | -42.2% | -7.8% |
| 3M | -18.5% | +40.4% | -58.9% | -23.7% |
| 6M | -11.3% | +12.9% | -24.2% | -14.4% |
| YTD | +12.6% | -31.1% | +43.6% | +16.8% |
| 1Y | +29.8% | -32.7% | +62.5% | +34.9% |
| 3Y | +28.1% | -19.8% | +47.9% | +22.2% |
| 5Y | +17.7% | +4.0% | +13.7% | +1.3% |
| All | +187.8% | +679.4% | -491.6% | +61.2% |
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