+38.0%
JBHT vs NVDX
+265.5%
-227.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.0% | +6.3% | +2.5% |
| 7D | +7.0% | -24.7% | +31.8% | +8.8% |
| 30D | +0.5% | -48.2% | +48.7% | +4.4% |
| 3M | -17.4% | -51.9% | +34.5% | -14.0% |
| 6M | -1.7% | -55.6% | +53.9% | +2.4% |
| YTD | +20.7% | -41.5% | +62.3% | +22.7% |
| 1Y | +41.1% | -44.0% | +85.1% | +43.5% |
| 3Y | +38.0% | +262.2% | -224.2% | +19.4% |
| All | +38.0% | +265.5% | -227.5% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling