+95.5%
NBIX vs JBHT
+22.9%
+72.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +3.0% |
| 7D | +5.0% | +0.5% | +4.6% | +5.0% |
| 30D | +23.4% | -0.1% | +23.5% | +23.4% |
| 3M | +7.7% | -14.0% | +21.7% | +10.0% |
| 6M | +15.8% | -5.1% | +20.9% | +15.7% |
| YTD | +23.0% | +18.0% | +4.9% | +17.7% |
| 1Y | +18.4% | +36.5% | -18.1% | +10.4% |
| 3Y | +62.7% | +34.8% | +28.0% | +48.7% |
| 5Y | +95.5% | +21.4% | +74.0% | +76.5% |
| All | +95.5% | +22.9% | +72.6% | +76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling