+35.7%
JBHT vs NVDX
-44.6%
+80.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -11.0% | +11.8% | +1.3% |
| 7D | +0.9% | -34.6% | +35.5% | +2.6% |
| 30D | -1.1% | -47.9% | +46.8% | +1.3% |
| 3M | -14.8% | -44.4% | +29.6% | -13.0% |
| 6M | -7.4% | -47.3% | +39.9% | -5.5% |
| YTD | +17.3% | -36.9% | +54.2% | +17.1% |
| All | +35.7% | -44.6% | +80.3% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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