+184.7%
JBHT vs WU
-36.4%
+221.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +0.2% | +9.1% | -8.8% | -3.0% |
| 30D | -2.2% | +12.1% | -14.2% | -6.4% |
| 3M | -16.5% | +0.3% | -16.8% | -17.0% |
| 6M | -8.4% | -19.1% | +10.7% | -2.9% |
| YTD | +16.1% | -19.2% | +35.3% | +22.4% |
| 1Y | +31.9% | -15.3% | +47.2% | +36.5% |
| 3Y | +34.1% | -21.3% | +55.4% | +39.5% |
| 5Y | +20.1% | -41.7% | +61.8% | +37.0% |
| 10Y | +184.7% | -36.0% | +220.6% | +210.7% |
| All | +184.7% | -36.4% | +221.1% | +210.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling