+41.8%
NU vs JBHT
+34.7%
+7.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.1% | -2.5% |
| 7D | +4.0% | +0.9% | +3.1% | +3.8% |
| 30D | -25.1% | -1.1% | -24.0% | -24.9% |
| 3M | -12.8% | -14.8% | +2.0% | -10.1% |
| 6M | -12.5% | -7.4% | -5.0% | -11.9% |
| YTD | -27.8% | +17.3% | -45.2% | -31.8% |
| 1Y | -24.6% | +35.3% | -59.9% | -31.1% |
| 3Y | +41.8% | +33.9% | +7.8% | +30.1% |
| All | +41.8% | +34.7% | +7.1% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling