+185.2%
JBHT vs WU
-36.4%
+221.7%
-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 | +0.4% | +9.1% | -8.6% | -2.8% |
| 30D | -2.0% | +12.1% | -14.0% | -6.2% |
| 3M | -16.3% | +0.3% | -16.6% | -16.8% |
| 6M | -8.2% | -19.1% | +10.9% | -2.7% |
| YTD | +16.3% | -19.2% | +35.5% | +22.7% |
| 1Y | +32.2% | -15.3% | +47.5% | +36.8% |
| 3Y | +34.4% | -21.3% | +55.7% | +39.8% |
| 5Y | +20.3% | -41.7% | +62.0% | +37.3% |
| 10Y | +185.2% | -36.0% | +221.2% | +211.3% |
| All | +185.2% | -36.4% | +221.7% | +211.3% |
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