+7,696.4%
JBHT vs NVMI
+1,639.9%
+6,056.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +11.7% | -12.4% | -1.8% |
| 7D | -1.6% | +0.3% | -1.9% | -1.7% |
| 30D | -2.3% | -17.1% | +14.8% | -0.6% |
| 3M | -18.5% | -17.9% | -0.6% | -17.1% |
| 6M | -11.3% | -41.4% | +30.1% | -7.4% |
| YTD | +12.6% | -4.6% | +17.2% | +11.6% |
| 1Y | +29.8% | -0.3% | +30.0% | +28.0% |
| 3Y | +28.1% | +214.5% | -186.4% | +10.9% |
| 5Y | +17.7% | +148.5% | -130.8% | +3.2% |
| 10Y | +196.1% | +2,435.9% | -2,239.7% | +111.5% |
| All | +7,696.4% | +1,639.9% | +6,056.5% | +4,089.2% |
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