+409.0%
NFLX vs JBHT
+192.4%
+216.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.1% |
| 7D | +2.1% | -1.6% | +3.7% | +2.5% |
| 30D | -9.0% | -2.3% | -6.7% | -8.6% |
| 3M | -14.0% | -18.5% | +4.5% | -10.1% |
| 6M | -28.2% | -11.3% | -16.9% | -26.8% |
| YTD | -32.4% | +12.6% | -44.9% | -35.5% |
| 1Y | -42.2% | +29.8% | -72.0% | -47.0% |
| 3Y | +45.9% | +28.1% | +17.8% | +29.4% |
| 5Y | -1.8% | +17.7% | -19.5% | -11.6% |
| All | +409.0% | +192.4% | +216.6% | +339.6% |
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