+180.0%
JBHT vs WING
+620.3%
-440.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +7.0% | -2.5% | +9.5% | +7.4% |
| 30D | +0.5% | +29.5% | -29.0% | -4.0% |
| 3M | -17.4% | +40.2% | -57.5% | -22.7% |
| 6M | -1.7% | +32.7% | -34.4% | -7.8% |
| YTD | +20.7% | -32.8% | +53.5% | +25.7% |
| 1Y | +41.1% | -31.7% | +72.8% | +46.2% |
| 3Y | +38.0% | -24.7% | +62.7% | +33.1% |
| 5Y | +22.5% | -0.5% | +22.9% | +6.1% |
| All | +180.0% | +620.3% | -440.2% | +55.8% |
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