+35.5%
JBHT vs NTRS
+38.9%
-3.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +4.2% | +3.7% | +0.5% | +2.9% |
| 30D | -0.4% | +6.1% | -6.5% | -2.4% |
| 3M | -17.3% | -6.7% | -10.6% | -15.5% |
| 6M | -3.5% | +10.5% | -14.0% | -8.4% |
| YTD | +18.0% | +32.0% | -14.0% | +0.2% |
| 1Y | +35.5% | +37.0% | -1.5% | +12.1% |
| All | +35.5% | +38.9% | -3.4% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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