+29.7%
JBHT vs NIO
-56.1%
+85.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.0% | -0.5% | -3.4% |
| 7D | -1.4% | -3.6% | +2.2% | -1.2% |
| 30D | -3.1% | -8.0% | +5.0% | -2.8% |
| 3M | -19.5% | -31.2% | +11.6% | -18.4% |
| 6M | -9.6% | -45.8% | +36.2% | -7.9% |
| YTD | +13.3% | -37.3% | +50.6% | +15.9% |
| 1Y | +29.7% | -56.1% | +85.8% | +32.5% |
| All | +29.7% | -56.1% | +85.8% | +32.5% |
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