+18.5%
JBHT vs WU
-40.6%
+59.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.5% | -10.1% | -5.3% |
| 7D | -1.4% | +13.0% | -14.4% | -4.8% |
| 30D | -3.1% | +14.3% | -17.4% | -6.8% |
| 3M | -19.5% | +0.1% | -19.7% | -19.8% |
| 6M | -9.6% | -17.7% | +8.1% | -5.5% |
| YTD | +13.3% | -17.3% | +30.7% | +17.8% |
| 1Y | +29.7% | -11.1% | +40.7% | +31.4% |
| 3Y | +28.3% | -19.8% | +48.1% | +31.9% |
| 5Y | +18.5% | -40.5% | +59.0% | +30.1% |
| All | +18.5% | -40.6% | +59.0% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling