-23.3%
WY vs JBHT
+38.8%
-62.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +1.1% |
| 7D | -0.8% | +7.0% | -7.8% | -2.8% |
| 30D | +10.1% | +0.5% | +9.6% | +9.9% |
| 3M | -15.4% | -17.4% | +2.0% | -11.1% |
| 6M | -8.3% | -1.7% | -6.6% | -9.2% |
| YTD | -9.8% | +20.7% | -30.5% | -16.7% |
| 1Y | -3.9% | +41.1% | -45.0% | -15.6% |
| 3Y | -23.3% | +38.0% | -61.3% | -36.8% |
| All | -23.3% | +38.8% | -62.1% | -36.8% |
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