+172.5%
NTRA vs JBHT
+60.5%
+112.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.4% |
| 7D | +1.1% | +7.1% | -6.1% | -1.3% |
| 30D | +0.6% | +2.3% | -1.7% | -0.3% |
| 3M | +51.8% | -4.5% | +56.3% | +53.3% |
| 6M | +63.6% | +29.2% | +34.4% | +47.4% |
| YTD | +41.5% | +42.2% | -0.7% | +22.2% |
| 1Y | +93.6% | +93.7% | -0.1% | +46.3% |
| 3Y | +498.0% | +53.2% | +444.9% | +381.1% |
| 5Y | +172.5% | +62.4% | +110.0% | +112.5% |
| All | +172.5% | +60.5% | +112.0% | +112.5% |
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