+142.3%
WMB vs JBHT
+47.5%
+94.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | 0.0% |
| 7D | +0.6% | +4.9% | -4.3% | +0.3% |
| 30D | +3.3% | +0.6% | +2.7% | +3.2% |
| 3M | +3.1% | -3.2% | +6.3% | +3.2% |
| 6M | -0.7% | +17.0% | -17.7% | -1.8% |
| YTD | +25.2% | +41.7% | -16.5% | +22.5% |
| 1Y | +32.9% | +90.0% | -57.1% | +27.6% |
| All | +142.3% | +47.5% | +94.8% | +133.4% |
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