+58.2%
JBHT vs NVDX
+833.4%
-775.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.9% | +4.3% | +0.6% |
| 7D | +7.1% | +7.3% | -0.2% | +6.6% |
| 30D | +2.3% | -0.9% | +3.3% | +2.3% |
| 3M | -4.5% | +8.4% | -12.9% | -5.4% |
| 6M | +29.2% | +38.2% | -8.9% | +25.4% |
| YTD | +42.2% | +19.3% | +22.9% | +38.7% |
| 1Y | +93.7% | +33.3% | +60.5% | +86.4% |
| All | +58.2% | +833.4% | -775.2% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling