+35.3%
JBHT vs WWD
+25.7%
+9.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +0.9% | +0.4% | +0.5% | +0.8% |
| 30D | -1.1% | -0.4% | -0.7% | -1.1% |
| 3M | -14.8% | -6.1% | -8.7% | -13.7% |
| 6M | -7.4% | -9.5% | +2.1% | -6.7% |
| YTD | +17.3% | +10.8% | +6.5% | +10.8% |
| 1Y | +35.3% | +23.5% | +11.8% | +24.4% |
| All | +35.3% | +25.7% | +9.6% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling