-24.5%
NU vs JBHT
+29.5%
-54.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.1% | +2.6% |
| 7D | +3.6% | -1.6% | +5.2% | +4.0% |
| 30D | -22.8% | -2.3% | -20.5% | -22.4% |
| 3M | -14.8% | -18.5% | +3.7% | -11.6% |
| 6M | -16.9% | -11.3% | -5.7% | -17.0% |
| YTD | -28.1% | +12.6% | -40.7% | -35.8% |
| 1Y | -24.5% | +29.8% | -54.3% | -36.6% |
| All | -24.5% | +29.5% | -54.1% | -36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling