+11,207.6%
JBHT vs WST
+12,330.1%
-1,122.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.0% |
| 7D | +4.9% | +0.7% | +4.1% | +4.7% |
| 30D | +0.6% | -3.1% | +3.7% | +1.5% |
| 3M | -3.2% | +7.2% | -10.4% | -5.3% |
| 6M | +17.0% | +36.8% | -19.9% | +6.2% |
| YTD | +41.7% | +23.8% | +17.8% | +32.0% |
| 1Y | +90.0% | +37.8% | +52.2% | +70.8% |
| 3Y | +47.0% | -15.9% | +62.9% | +42.2% |
| 5Y | +58.3% | -25.8% | +84.1% | +54.5% |
| 10Y | +273.9% | +319.6% | -45.7% | +98.5% |
| All | +11,207.6% | +12,330.1% | -1,122.5% | +2,486.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling