+22.4%
JBHT vs NVMI
+140.3%
-118.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.0% | +5.3% | +2.9% |
| 7D | +7.0% | +1.5% | +5.5% | +6.6% |
| 30D | +0.5% | -4.1% | +4.6% | +0.9% |
| 3M | -17.4% | -22.8% | +5.4% | -13.7% |
| 6M | -1.7% | -36.9% | +35.2% | +5.2% |
| YTD | +20.7% | -3.2% | +23.9% | +17.0% |
| 1Y | +41.1% | +7.1% | +34.0% | +33.5% |
| 3Y | +38.0% | +181.5% | -143.5% | -5.0% |
| All | +22.4% | +140.3% | -118.0% | -18.1% |
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 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