+1,295.3%
NBIX vs JBHT
+5,784.9%
-4,489.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.9% |
| 7D | +5.0% | +0.5% | +4.6% | +4.9% |
| 30D | +23.4% | -0.1% | +23.5% | +23.3% |
| 3M | +7.7% | -14.0% | +21.7% | +11.9% |
| 6M | +15.8% | -5.1% | +20.9% | +16.0% |
| YTD | +23.0% | +18.0% | +4.9% | +14.4% |
| 1Y | +18.4% | +36.5% | -18.1% | +5.1% |
| 3Y | +62.7% | +34.8% | +28.0% | +40.3% |
| 5Y | +95.5% | +21.4% | +74.0% | +69.0% |
| 10Y | +231.7% | +178.0% | +53.7% | +107.7% |
| All | +1,295.3% | +5,784.9% | -4,489.7% | +294.3% |
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