+248.8%
NBIS vs JBHT
+89.9%
+158.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.8% | +4.7% | +7.3% |
| 7D | +8.2% | +4.9% | +3.3% | +8.0% |
| 30D | +3.4% | +0.6% | +2.8% | +3.1% |
| 3M | -12.8% | -3.2% | -9.6% | -13.0% |
| 6M | +131.5% | +17.0% | +114.6% | +127.4% |
| YTD | +170.5% | +41.7% | +128.8% | +170.9% |
| 1Y | +248.8% | +90.0% | +158.8% | +266.3% |
| All | +248.8% | +89.9% | +158.9% | +266.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 1y: compounded portfolio wealth divided by compounded JBHT 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…
1y analysis · Full analysis span regression · 6 months rolling