+166.0%
NTRA vs JBHT
+17.1%
+149.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | -0.7% | -13.9% | -14.4% |
| 7D | -25.0% | -1.6% | -23.4% | -24.6% |
| 30D | -21.5% | -2.3% | -19.2% | -20.9% |
| 3M | +17.1% | -18.5% | +35.5% | +24.5% |
| 6M | +44.4% | -11.3% | +55.7% | +47.6% |
| YTD | +35.6% | +12.6% | +23.0% | +25.2% |
| 1Y | +56.5% | +29.8% | +26.8% | +36.2% |
| 3Y | +620.8% | +28.1% | +592.7% | +501.7% |
| All | +166.0% | +17.1% | +149.0% | +116.7% |
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