+28.9%
JBHT vs WU
-20.1%
+49.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.5% | -10.1% | -5.1% |
| 7D | -1.4% | +13.0% | -14.4% | -4.4% |
| 30D | -3.1% | +14.3% | -17.4% | -6.4% |
| 3M | -19.5% | +0.1% | -19.7% | -19.8% |
| 6M | -9.6% | -17.7% | +8.1% | -5.4% |
| YTD | +13.3% | -17.3% | +30.7% | +17.8% |
| 1Y | +29.7% | -11.1% | +40.7% | +31.2% |
| All | +28.9% | -20.1% | +49.0% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling