+175.4%
NTRA vs JBHT
+22.5%
+152.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.9% |
| 7D | +2.7% | +7.0% | -4.3% | +0.4% |
| 30D | -19.2% | +0.5% | -19.7% | -19.4% |
| 3M | +2.7% | -17.4% | +20.0% | +8.7% |
| 6M | +63.4% | -1.7% | +65.1% | +61.4% |
| YTD | +39.3% | +20.7% | +18.6% | +25.7% |
| 1Y | +59.0% | +41.1% | +17.9% | +34.6% |
| 3Y | +557.4% | +38.0% | +519.4% | +436.0% |
| All | +175.4% | +22.5% | +152.9% | +121.6% |
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 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