+28.1%
JBHT vs WTW
+44.3%
-16.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.3% |
| 7D | -1.6% | +1.4% | -3.0% | -1.8% |
| 30D | -2.3% | +13.1% | -15.4% | -4.1% |
| 3M | -18.5% | -3.0% | -15.5% | -18.3% |
| 6M | -11.3% | +31.2% | -42.5% | -15.4% |
| YTD | +12.6% | +1.1% | +11.5% | +12.4% |
| 1Y | +29.8% | +3.4% | +26.4% | +28.9% |
| 3Y | +28.1% | +44.7% | -16.6% | +18.0% |
| All | +28.1% | +44.3% | -16.2% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling