-9.4%
WY vs JBHT
+93.0%
-102.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | -2.1% | +7.1% | -9.2% | -3.2% |
| 30D | -10.5% | +2.3% | -12.8% | -10.9% |
| 3M | -4.9% | -4.5% | -0.4% | -4.3% |
| 6M | -4.9% | +29.2% | -34.1% | -9.5% |
| YTD | -1.7% | +42.2% | -43.8% | -7.8% |
| 1Y | -9.4% | +93.7% | -103.1% | -17.1% |
| All | -9.4% | +93.0% | -102.4% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling