+2,768.3%
NTRA vs JBHT
+183.5%
+2,584.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.3% |
| 7D | -18.2% | +0.5% | -18.7% | -18.3% |
| 30D | -19.6% | -0.1% | -19.5% | -19.6% |
| 3M | +2.3% | -14.0% | +16.3% | +7.8% |
| 6M | +60.6% | -5.1% | +65.7% | +60.7% |
| YTD | +39.6% | +18.0% | +21.6% | +25.3% |
| 1Y | +54.7% | +36.5% | +18.2% | +29.6% |
| 3Y | +584.3% | +34.8% | +549.5% | +449.1% |
| 5Y | +182.5% | +21.4% | +161.1% | +132.4% |
| 10Y | +2,768.3% | +178.0% | +2,590.4% | +1,443.6% |
| All | +2,768.3% | +183.5% | +2,584.9% | +1,443.6% |
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