+41.1%
JBHT vs WSM
+34.6%
+6.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.8% | +1.7% |
| 7D | +7.0% | 0.0% | +7.0% | +7.0% |
| 30D | +0.5% | +5.1% | -4.6% | -1.5% |
| 3M | -17.4% | +5.1% | -22.5% | -19.2% |
| 6M | -1.7% | +48.6% | -50.3% | -18.2% |
| YTD | +20.7% | +44.2% | -23.5% | +1.0% |
| 1Y | +41.1% | +38.1% | +3.0% | +21.4% |
| All | +41.1% | +34.6% | +6.4% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling