+9,711.2%
JBHT vs NVMI
+1,967.2%
+7,743.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.7% | +2.3% |
| 7D | +4.9% | +6.6% | -1.7% | +4.2% |
| 30D | +0.6% | -7.5% | +8.1% | +1.3% |
| 3M | -3.2% | -28.5% | +25.3% | -0.5% |
| 6M | +17.0% | -15.7% | +32.7% | +18.0% |
| YTD | +41.7% | +13.3% | +28.3% | +38.5% |
| 1Y | +90.0% | +48.3% | +41.7% | +80.4% |
| 3Y | +47.0% | +191.2% | -144.3% | +28.3% |
| 5Y | +58.3% | +268.7% | -210.4% | +34.1% |
| 10Y | +273.9% | +3,034.8% | -2,760.9% | +162.5% |
| All | +9,711.2% | +1,967.2% | +7,743.9% | +5,097.9% |
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