+592.9%
WY vs JBHT
+9,226.7%
-8,633.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.8% |
| 7D | +3.1% | -1.6% | +4.7% | +3.6% |
| 30D | +13.0% | -2.3% | +15.3% | +13.7% |
| 3M | -16.8% | -18.5% | +1.7% | -12.2% |
| 6M | -11.2% | -11.3% | +0.1% | -8.9% |
| YTD | -9.1% | +12.6% | -21.6% | -13.5% |
| 1Y | -4.8% | +29.8% | -34.5% | -13.1% |
| 3Y | -25.3% | +28.1% | -53.4% | -33.1% |
| 5Y | -33.2% | +17.7% | -50.9% | -39.3% |
| 10Y | +6.6% | +196.1% | -189.6% | -25.0% |
| All | +592.9% | +9,226.7% | -8,633.8% | +140.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling