+195.2%
WELL vs JBHT
+28.2%
+167.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.5% | -0.9% |
| 7D | +5.3% | -1.4% | +6.6% | +5.3% |
| 30D | +8.7% | -3.1% | +11.8% | +8.8% |
| 3M | +3.8% | -19.5% | +23.4% | +4.5% |
| 6M | +15.4% | -9.6% | +24.9% | +15.7% |
| YTD | +33.7% | +13.3% | +20.3% | +33.4% |
| 1Y | +33.6% | +29.7% | +4.0% | +32.8% |
| All | +195.2% | +28.2% | +167.0% | +191.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling