+6.8%
NOW vs JBHT
+58.3%
-51.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.8% | -3.9% |
| 7D | -2.4% | +4.9% | -7.3% | -3.9% |
| 30D | +20.5% | +0.6% | +19.9% | +20.0% |
| 3M | +18.3% | -3.2% | +21.6% | +19.0% |
| 6M | +24.1% | +17.0% | +7.1% | +15.6% |
| YTD | -7.8% | +41.7% | -49.4% | -20.8% |
| 1Y | -21.4% | +90.0% | -111.4% | -41.1% |
| 3Y | +19.5% | +47.0% | -27.4% | -2.5% |
| All | +6.8% | +58.3% | -51.4% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling