+56.4%
NU vs JBHT
+38.8%
+17.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.3% | +9.5% | +11.2% |
| 7D | +9.9% | +7.0% | +2.9% | +8.3% |
| 30D | -11.5% | +0.5% | -12.0% | -11.6% |
| 3M | -5.1% | -17.4% | +12.3% | -1.4% |
| 6M | +3.1% | -1.7% | +4.8% | +2.3% |
| YTD | -21.0% | +20.7% | -41.8% | -25.8% |
| 1Y | -15.2% | +41.1% | -56.3% | -23.2% |
| 3Y | +56.4% | +38.0% | +18.5% | +43.0% |
| All | +56.4% | +38.8% | +17.6% | +43.0% |
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