+614.4%
WY vs JBHT
+9,288.5%
-8,674.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | +0.5% |
| 7D | +9.5% | -1.4% | +10.9% | +10.0% |
| 30D | +16.3% | -3.1% | +19.4% | +17.3% |
| 3M | -15.5% | -19.5% | +4.0% | -10.5% |
| 6M | -7.1% | -9.6% | +2.5% | -5.3% |
| YTD | -6.3% | +13.3% | -19.6% | -11.0% |
| 1Y | -0.3% | +29.7% | -30.0% | -9.0% |
| 3Y | -23.5% | +28.3% | -51.8% | -31.6% |
| 5Y | -31.1% | +18.5% | -49.6% | -37.6% |
| 10Y | +9.9% | +198.1% | -188.2% | -22.8% |
| All | +614.4% | +9,288.5% | -8,674.1% | +147.1% |
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