-40.3%
NOW vs JBHT
+36.3%
-76.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.5% | +3.1% |
| 7D | -5.6% | +0.5% | -6.0% | -5.6% |
| 30D | -26.8% | -0.1% | -26.7% | -26.8% |
| 3M | -19.4% | -14.0% | -5.4% | -19.2% |
| 6M | +12.3% | -5.1% | +17.4% | +14.2% |
| YTD | -32.9% | +18.0% | -51.0% | -34.6% |
| 1Y | -40.3% | +36.5% | -76.8% | -44.0% |
| All | -40.3% | +36.3% | -76.6% | -44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling