+4.7%
WY vs JBHT
+183.5%
-178.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.2% |
| 7D | -5.1% | +0.5% | -5.5% | -5.3% |
| 30D | +9.0% | -0.1% | +9.1% | +8.9% |
| 3M | -16.7% | -14.0% | -2.7% | -11.5% |
| 6M | -10.3% | -5.1% | -5.2% | -10.1% |
| YTD | -10.5% | +18.0% | -28.5% | -20.5% |
| 1Y | -5.9% | +36.5% | -42.4% | -22.6% |
| 3Y | -24.7% | +34.8% | -59.5% | -41.0% |
| 5Y | -31.5% | +21.4% | -52.9% | -45.1% |
| 10Y | +4.7% | +178.0% | -173.2% | -52.9% |
| All | +4.7% | +183.5% | -178.7% | -52.9% |
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