+61.8%
JBHT vs WTW
+58.5%
+3.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.1% | +5.0% | +3.4% |
| 7D | +4.9% | -2.6% | +7.5% | +5.6% |
| 30D | +0.6% | -1.0% | +1.6% | +0.7% |
| 3M | -3.2% | +29.9% | -33.1% | -11.2% |
| 6M | +17.0% | +10.7% | +6.2% | +12.6% |
| YTD | +41.7% | +2.6% | +39.1% | +39.5% |
| 1Y | +90.0% | +2.8% | +87.2% | +85.9% |
| 3Y | +47.0% | +67.3% | -20.3% | +13.6% |
| All | +61.8% | +58.5% | +3.4% | +24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling