+90.0%
JBHT vs NIO
-37.4%
+127.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +2.9% |
| 7D | +4.9% | -13.0% | +17.9% | +5.8% |
| 30D | +0.6% | -18.3% | +18.9% | +1.8% |
| 3M | -3.2% | -33.2% | +30.0% | -1.0% |
| 6M | +17.0% | -21.5% | +38.4% | +18.3% |
| YTD | +41.7% | -25.5% | +67.1% | +43.8% |
| 1Y | +90.0% | -38.0% | +128.0% | +97.1% |
| All | +90.0% | -37.4% | +127.4% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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