+28.9%
JBHT vs WST
+16.9%
+12.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.0% | +0.4% | -3.0% |
| 7D | -1.4% | -5.8% | +4.4% | -0.5% |
| 30D | -3.1% | +5.3% | -8.4% | -3.8% |
| 3M | -19.5% | +11.8% | -31.4% | -20.8% |
| 6M | -9.6% | +26.7% | -36.3% | -12.6% |
| YTD | +13.3% | +43.0% | -29.7% | +7.4% |
| 1Y | +29.7% | +38.9% | -9.2% | +23.2% |
| All | +28.9% | +16.9% | +12.0% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling