-26.0%
NOW vs JBHT
+15.0%
-41.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.6% | -2.4% | -4.7% |
| 7D | -6.7% | -1.4% | -5.3% | -6.2% |
| 30D | -25.8% | -3.1% | -22.7% | -25.0% |
| 3M | -12.7% | -19.5% | +6.9% | -6.8% |
| 6M | +11.2% | -9.6% | +20.8% | +13.6% |
| YTD | -33.2% | +13.3% | -46.5% | -38.4% |
| 1Y | -41.8% | +29.7% | -71.5% | -49.3% |
| 3Y | -15.7% | +28.3% | -44.0% | -29.5% |
| 5Y | -26.0% | +18.5% | -44.5% | -38.8% |
| All | -26.0% | +15.0% | -41.0% | -38.8% |
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