+93.7%
JBHT vs NTR
+44.9%
+48.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.2% | +0.5% |
| 7D | +7.1% | +3.8% | +3.3% | +7.4% |
| 30D | +2.3% | +25.2% | -22.9% | +3.7% |
| 3M | -4.5% | +21.0% | -25.5% | -3.4% |
| 6M | +29.2% | +7.6% | +21.6% | +29.5% |
| YTD | +42.2% | +32.9% | +9.3% | +45.3% |
| 1Y | +93.7% | +43.1% | +50.7% | +99.7% |
| All | +93.7% | +44.9% | +48.9% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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