+59.9%
JBHT vs NVMI
+266.4%
-206.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.7% | +1.7% |
| 7D | +4.9% | +6.6% | -1.7% | +3.5% |
| 30D | +0.6% | -7.5% | +8.1% | +2.1% |
| 3M | -3.2% | -28.5% | +25.3% | +2.2% |
| 6M | +17.0% | -15.7% | +32.7% | +18.5% |
| YTD | +41.7% | +13.3% | +28.3% | +34.1% |
| 1Y | +90.0% | +48.3% | +41.7% | +68.2% |
| 3Y | +47.0% | +191.2% | -144.3% | +2.8% |
| All | +59.9% | +266.4% | -206.6% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling