+205.6%
NBIX vs JBHT
+182.5%
+23.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.7% |
| 7D | +1.7% | +7.0% | -5.4% | +0.1% |
| 30D | +23.2% | +0.5% | +22.7% | +23.0% |
| 3M | +11.0% | -17.4% | +28.3% | +15.5% |
| 6M | +3.8% | -1.7% | +5.5% | +2.9% |
| YTD | +18.0% | +20.7% | -2.7% | +10.8% |
| 1Y | +16.1% | +41.1% | -25.0% | +4.7% |
| 3Y | +51.8% | +38.0% | +13.8% | +34.1% |
| 5Y | +90.2% | +22.5% | +67.8% | +69.4% |
| All | +205.6% | +182.5% | +23.2% | +116.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling