+3,254.9%
NTRA vs JBHT
+191.4%
+3,063.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | 0.0% | +1.8% |
| 7D | -15.4% | +0.2% | -15.7% | -15.4% |
| 30D | -20.0% | -2.2% | -17.9% | -19.4% |
| 3M | -0.5% | -16.5% | +15.9% | +6.1% |
| 6M | +64.9% | -8.4% | +73.4% | +67.6% |
| YTD | +39.9% | +16.1% | +23.8% | +26.3% |
| 1Y | +60.5% | +31.9% | +28.6% | +36.3% |
| 3Y | +605.9% | +34.1% | +571.8% | +465.8% |
| 5Y | +183.0% | +20.1% | +162.9% | +133.5% |
| 10Y | +3,254.9% | +184.7% | +3,070.2% | +1,492.9% |
| All | +3,254.9% | +191.4% | +3,063.4% | +1,492.9% |
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