+59.9%
JBHT vs WING
-34.0%
+93.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.0% |
| 7D | +4.9% | -3.9% | +8.7% | +5.5% |
| 30D | +0.6% | -11.6% | +12.2% | +2.1% |
| 3M | -3.2% | -24.2% | +21.0% | +0.3% |
| 6M | +17.0% | -54.1% | +71.0% | +30.5% |
| YTD | +41.7% | -53.9% | +95.6% | +56.7% |
| 1Y | +90.0% | -64.4% | +154.3% | +118.3% |
| 3Y | +47.0% | -30.2% | +77.2% | +39.8% |
| All | +59.9% | -34.0% | +93.8% | +33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling