+259.9%
WMB vs JBHT
+191.4%
+68.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.6% | +2.9% |
| 7D | -6.7% | +0.2% | -6.9% | -6.7% |
| 30D | -8.6% | -2.2% | -6.4% | -8.2% |
| 3M | -4.9% | -16.5% | +11.5% | -1.2% |
| 6M | -6.3% | -8.4% | +2.1% | -5.4% |
| YTD | +13.0% | +16.1% | -3.1% | +6.3% |
| 1Y | +14.9% | +31.9% | -17.0% | +4.2% |
| 3Y | +113.4% | +34.1% | +79.3% | +85.2% |
| 5Y | +190.2% | +20.1% | +170.1% | +154.4% |
| 10Y | +259.9% | +184.7% | +75.2% | +121.1% |
| All | +259.9% | +191.4% | +68.4% | +121.1% |
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