+274.7%
JBHT vs NVMI
+3,055.7%
-2,781.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | +0.1% |
| 7D | +7.1% | +11.7% | -4.6% | +4.6% |
| 30D | +2.3% | -4.0% | +6.4% | +3.2% |
| 3M | -4.5% | -25.8% | +21.3% | +0.6% |
| 6M | +29.2% | -8.3% | +37.5% | +28.8% |
| YTD | +42.2% | +14.8% | +27.3% | +33.9% |
| 1Y | +93.7% | +37.9% | +55.9% | +73.7% |
| 3Y | +53.2% | +216.3% | -163.1% | +5.9% |
| 5Y | +62.4% | +277.2% | -214.8% | +4.0% |
| 10Y | +274.7% | +3,074.3% | -2,799.6% | +54.1% |
| All | +274.7% | +3,055.7% | -2,781.0% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 10y: compounded portfolio wealth divided by compounded NVMI 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…
10y analysis · Full analysis span regression · 6 months rolling