+553.8%
NOW vs JBHT
+207.9%
+346.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.7% |
| 7D | -27.5% | +1.7% | -29.2% | -27.9% |
| 30D | -20.0% | -1.2% | -18.9% | -19.7% |
| 3M | -7.9% | -17.1% | +9.2% | -2.4% |
| 6M | +18.3% | -4.4% | +22.7% | +18.7% |
| YTD | -29.0% | +17.5% | -46.5% | -35.1% |
| 1Y | -38.7% | +32.6% | -71.3% | -46.7% |
| 3Y | -10.3% | +33.0% | -43.4% | -25.1% |
| 5Y | -22.5% | +20.3% | -42.8% | -33.5% |
| 10Y | +553.8% | +209.1% | +344.7% | +281.0% |
| All | +553.8% | +207.9% | +346.0% | +281.0% |
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