+16.8%
JBHT vs NIO
-92.1%
+108.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.9% | -6.6% | -1.3% |
| 7D | -1.6% | +5.6% | -7.2% | -2.2% |
| 30D | -2.3% | -4.2% | +2.0% | -1.9% |
| 3M | -18.5% | -26.3% | +7.8% | -16.0% |
| 6M | -11.3% | -42.5% | +31.3% | -6.5% |
| YTD | +12.6% | -33.5% | +46.1% | +16.1% |
| 1Y | +29.8% | -52.7% | +82.4% | +38.7% |
| 3Y | +28.1% | -57.5% | +85.6% | +32.8% |
| All | +16.8% | -92.1% | +108.9% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling