+499.2%
NOW vs JBHT
+192.4%
+306.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | -3.0% | -1.6% | -1.4% | -2.4% |
| 30D | -26.0% | -2.3% | -23.8% | -25.4% |
| 3M | -13.1% | -18.5% | +5.4% | -7.3% |
| 6M | +14.5% | -11.3% | +25.8% | +18.0% |
| YTD | -33.4% | +12.6% | -46.0% | -38.3% |
| 1Y | -40.6% | +29.8% | -70.4% | -48.0% |
| 3Y | -16.3% | +28.1% | -44.4% | -29.2% |
| 5Y | -26.3% | +17.7% | -44.0% | -36.3% |
| All | +499.2% | +192.4% | +306.8% | +270.3% |
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 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