+8,075.5%
JBHT vs NVMI
+1,792.3%
+6,283.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.2% |
| 7D | +0.5% | +15.3% | -14.9% | -1.0% |
| 30D | -0.1% | +0.1% | -0.1% | -0.3% |
| 3M | -14.0% | -14.0% | -0.1% | -13.0% |
| 6M | -5.1% | -35.2% | +30.2% | -1.9% |
| YTD | +18.0% | +3.7% | +14.3% | +16.1% |
| 1Y | +36.5% | +10.3% | +26.2% | +33.3% |
| 3Y | +34.8% | +204.8% | -170.0% | +17.0% |
| 5Y | +21.4% | +158.9% | -137.4% | +5.9% |
| 10Y | +178.0% | +2,646.9% | -2,469.0% | +96.9% |
| All | +8,075.5% | +1,792.3% | +6,283.2% | +4,255.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling