+16.8%
JBHT vs WU
-42.0%
+58.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.1% |
| 7D | -1.6% | +11.7% | -13.3% | -4.7% |
| 30D | -2.3% | +12.6% | -14.9% | -5.7% |
| 3M | -18.5% | -0.5% | -18.0% | -18.6% |
| 6M | -11.3% | -18.2% | +6.9% | -7.1% |
| YTD | +12.6% | -19.0% | +31.6% | +17.6% |
| 1Y | +29.8% | -16.7% | +46.4% | +34.2% |
| 3Y | +28.1% | -21.0% | +49.1% | +32.2% |
| All | +16.8% | -42.0% | +58.8% | +29.1% |
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