+1,625.9%
NTRA vs JBHT
+192.9%
+1,433.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | -0.7% | -13.9% | -14.3% |
| 7D | -25.0% | -1.6% | -23.4% | -24.5% |
| 30D | -21.5% | -2.3% | -19.2% | -20.8% |
| 3M | +17.1% | -18.5% | +35.5% | +25.9% |
| 6M | +44.4% | -11.3% | +55.7% | +48.4% |
| YTD | +35.6% | +12.6% | +23.0% | +24.4% |
| 1Y | +56.5% | +29.8% | +26.8% | +34.5% |
| 3Y | +620.8% | +28.1% | +592.7% | +494.5% |
| 5Y | +167.9% | +17.7% | +150.2% | +124.7% |
| 10Y | +3,576.6% | +196.1% | +3,380.4% | +1,819.6% |
| All | +1,625.9% | +192.9% | +1,433.0% | +785.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling