+93.7%
JBHT vs WTW
-0.3%
+94.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.2% |
| 7D | +7.1% | -2.7% | +9.9% | +7.0% |
| 30D | +2.3% | -5.6% | +8.0% | +2.1% |
| 3M | -4.5% | +26.5% | -31.0% | -4.8% |
| 6M | +29.2% | +8.1% | +21.1% | +29.2% |
| YTD | +42.2% | -0.3% | +42.5% | +41.2% |
| 1Y | +93.7% | -0.9% | +94.6% | +78.4% |
| All | +93.7% | -0.3% | +94.0% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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