+187.8%
JBHT vs WWD
+461.1%
-273.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.4% | -4.1% | -1.8% |
| 7D | -1.6% | +4.2% | -5.8% | -3.0% |
| 30D | -2.3% | -2.1% | -0.1% | -1.9% |
| 3M | -18.5% | -13.2% | -5.3% | -14.9% |
| 6M | -11.3% | -16.9% | +5.6% | -6.8% |
| YTD | +12.6% | +5.2% | +7.3% | +8.2% |
| 1Y | +29.8% | +20.6% | +9.2% | +18.5% |
| 3Y | +28.1% | +146.3% | -118.2% | -11.8% |
| 5Y | +17.7% | +171.3% | -153.6% | -23.5% |
| All | +187.8% | +461.1% | -273.3% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling