+189.0%
NI vs JBHT
+186.6%
+2.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +1.5% | +0.9% | +0.6% | +1.3% |
| 30D | +11.9% | -1.1% | +13.0% | +12.0% |
| 3M | +9.1% | -14.8% | +23.9% | +12.4% |
| 6M | -1.8% | -7.4% | +5.7% | -1.1% |
| YTD | +11.4% | +17.3% | -6.0% | +5.6% |
| 1Y | +6.4% | +35.3% | -29.0% | -2.6% |
| 3Y | +98.2% | +33.9% | +64.3% | +76.4% |
| 5Y | +110.1% | +22.5% | +87.5% | +87.1% |
| 10Y | +189.0% | +181.3% | +7.6% | +88.7% |
| All | +189.0% | +186.6% | +2.4% | +88.7% |
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 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