+547.5%
NBIS vs JBHT
+25.7%
+521.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.7% | +8.2% | +7.8% |
| 7D | -16.0% | -1.6% | -14.4% | -15.4% |
| 30D | -45.4% | -2.3% | -43.1% | -44.9% |
| 3M | -31.8% | -18.5% | -13.3% | -27.3% |
| 6M | -33.6% | -11.3% | -22.4% | -32.1% |
| YTD | +54.7% | +12.6% | +42.1% | +43.3% |
| 1Y | +18.3% | +29.8% | -11.4% | +4.3% |
| All | +547.5% | +25.7% | +521.7% | +442.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling