+1,031.9%
NBIS vs JBHT
+58.2%
+973.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.8% | +4.7% | +6.5% |
| 7D | +8.2% | +4.9% | +3.3% | +6.6% |
| 30D | +3.4% | +0.6% | +2.8% | +3.5% |
| 3M | -12.8% | -3.2% | -9.6% | -12.3% |
| 6M | +131.5% | +17.0% | +114.6% | +115.8% |
| YTD | +170.5% | +41.7% | +128.8% | +134.1% |
| 1Y | +248.8% | +90.0% | +158.8% | +168.8% |
| All | +1,031.9% | +58.2% | +973.7% | +786.4% |
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