+1,563.2%
JBHT vs WU
-19.6%
+1,582.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.2% |
| 7D | +4.9% | -0.8% | +5.7% | +5.2% |
| 30D | +0.6% | -1.1% | +1.7% | +0.9% |
| 3M | -3.2% | -3.9% | +0.7% | -3.3% |
| 6M | +17.0% | -20.7% | +37.6% | +25.4% |
| YTD | +41.7% | -18.4% | +60.0% | +49.8% |
| 1Y | +90.0% | -8.1% | +98.0% | +89.9% |
| 3Y | +47.0% | -24.2% | +71.1% | +55.6% |
| 5Y | +58.3% | -50.4% | +108.8% | +93.7% |
| 10Y | +273.9% | -40.0% | +313.9% | +309.5% |
| All | +1,563.2% | -19.6% | +1,582.8% | +1,353.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling