+421.9%
WELL vs JBHT
+194.3%
+227.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.5% | -0.2% |
| 7D | +5.3% | -1.4% | +6.6% | +5.6% |
| 30D | +8.7% | -3.1% | +11.8% | +9.4% |
| 3M | +3.8% | -19.5% | +23.4% | +8.8% |
| 6M | +15.4% | -9.6% | +24.9% | +16.9% |
| YTD | +33.7% | +13.3% | +20.3% | +26.9% |
| 1Y | +33.6% | +29.7% | +4.0% | +22.0% |
| 3Y | +194.2% | +28.3% | +165.9% | +159.8% |
| 5Y | +227.0% | +18.5% | +208.6% | +189.2% |
| All | +421.9% | +194.3% | +227.6% | +294.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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