+212.9%
WELL vs JBHT
+58.3%
+154.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -2.4% |
| 7D | -0.8% | +4.9% | -5.7% | -1.4% |
| 30D | -0.1% | +0.6% | -0.7% | -0.2% |
| 3M | +18.0% | -3.2% | +21.2% | +18.3% |
| 6M | +15.0% | +17.0% | -2.0% | +12.4% |
| YTD | +28.6% | +41.7% | -13.0% | +22.4% |
| 1Y | +42.9% | +90.0% | -47.1% | +29.9% |
| 3Y | +203.0% | +47.0% | +156.0% | +185.1% |
| All | +212.9% | +58.3% | +154.6% | +184.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling