+9,264.9%
JBHT vs NTRS
+7,328.5%
+1,936.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +0.9% | +3.1% | -2.1% | -0.3% |
| 30D | -1.1% | +5.8% | -6.9% | -3.4% |
| 3M | -14.8% | -4.9% | -9.9% | -13.2% |
| 6M | -7.4% | +11.9% | -19.4% | -12.1% |
| YTD | +17.3% | +32.2% | -14.9% | +3.7% |
| 1Y | +35.3% | +39.6% | -4.3% | +17.0% |
| 3Y | +33.9% | +173.9% | -140.0% | -12.9% |
| 5Y | +22.5% | +67.1% | -44.6% | -5.0% |
| 10Y | +181.3% | +196.8% | -15.5% | +66.8% |
| All | +9,264.9% | +7,328.5% | +1,936.5% | +2,218.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling