+63.7%
NBIX vs JBHT
+60.5%
+3.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -1.0% | +7.1% | -8.2% | -2.2% |
| 30D | -5.1% | +2.3% | -7.4% | -5.6% |
| 3M | -4.9% | -4.5% | -0.4% | -4.4% |
| 6M | +21.1% | +29.2% | -8.2% | +14.7% |
| YTD | +9.4% | +42.2% | -32.8% | +1.8% |
| 1Y | +7.9% | +93.7% | -85.9% | -5.6% |
| 3Y | +42.0% | +53.2% | -11.2% | +27.1% |
| 5Y | +63.7% | +62.4% | +1.3% | +42.7% |
| All | +63.7% | +60.5% | +3.3% | +42.7% |
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