+29.8%
JBHT vs WU
-16.0%
+45.8%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.4% |
| 7D | -1.6% | +11.7% | -13.3% | -3.4% |
| 30D | -2.3% | +12.6% | -14.9% | -4.2% |
| 3M | -18.5% | -0.5% | -18.0% | -18.5% |
| 6M | -11.3% | -18.2% | +6.9% | -8.0% |
| YTD | +12.6% | -19.0% | +31.6% | +15.9% |
| 1Y | +29.8% | -16.7% | +46.4% | +31.4% |
| All | +29.8% | -16.0% | +45.8% | +31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling