+173.8%
JBHT vs WU
-39.7%
+213.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.4% |
| 7D | +4.2% | -5.3% | +9.4% | +6.1% |
| 30D | -0.4% | +9.0% | -9.4% | -3.8% |
| 3M | -17.3% | -3.6% | -13.8% | -16.8% |
| 6M | -3.5% | -19.4% | +15.9% | +2.3% |
| YTD | +18.0% | -21.7% | +39.7% | +25.8% |
| 1Y | +35.5% | -16.1% | +51.7% | +40.5% |
| 3Y | +34.8% | -24.1% | +58.9% | +42.0% |
| 5Y | +19.7% | -44.1% | +63.9% | +38.9% |
| All | +173.8% | -39.7% | +213.5% | +202.5% |
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