+34.9%
JBHT vs NVMI
+192.6%
-157.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +0.6% |
| 7D | +4.2% | +16.9% | -12.7% | +1.5% |
| 30D | -0.4% | -4.3% | +3.9% | 0.0% |
| 3M | -17.3% | -19.3% | +1.9% | -14.9% |
| 6M | -3.5% | -33.6% | +30.1% | +1.2% |
| YTD | +18.0% | -0.2% | +18.3% | +14.8% |
| 1Y | +35.5% | +5.1% | +30.5% | +30.4% |
| All | +34.9% | +192.6% | -157.7% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling