Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • JBHT vs NVDX✓SelectedUSD · NVDXJBHT vs NVDX performance historyLatest closeAs of+2.81%09/04
Stock and ETF performance explorer

JBHT vs NVDX

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+57.6%
NVDX return
+871.3%
Excess return
-813.7%
Maximum drawdown
-42.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioNVDXExcessAlpha
1D+2.8%+1.4%+1.4%+2.7%
7D+4.9%+11.6%-6.7%+4.1%
30D+0.6%+7.5%-7.0%0.0%
3M-3.2%+2.1%-5.3%-3.8%
6M+17.0%+35.5%-18.6%+13.6%
YTD+41.7%+24.1%+17.5%+37.9%
1Y+90.0%+33.0%+57.0%+82.9%
All+57.6%+871.3%-813.7%+24.0%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling