+215.4%
NBIX vs JBHT
+266.9%
-51.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.6% |
| 7D | -1.7% | +2.9% | -4.6% | -2.4% |
| 30D | -5.9% | +0.6% | -6.6% | -6.3% |
| 3M | -6.1% | -6.6% | +0.5% | -5.0% |
| 6M | +19.4% | +23.6% | -4.2% | +12.0% |
| YTD | +9.4% | +38.6% | -29.2% | -0.5% |
| 1Y | +7.6% | +91.5% | -83.9% | -10.8% |
| 3Y | +42.0% | +49.3% | -7.3% | +23.0% |
| 5Y | +64.3% | +62.3% | +1.9% | +34.5% |
| 10Y | +215.4% | +276.9% | -61.5% | +55.5% |
| All | +215.4% | +266.9% | -51.5% | +55.5% |
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