+19.3%
NU vs JBHT
+21.5%
-2.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.8% |
| 7D | +2.8% | +0.5% | +2.3% | +2.6% |
| 30D | -23.0% | -0.1% | -23.0% | -23.1% |
| 3M | -9.7% | -14.0% | +4.3% | -5.2% |
| 6M | -8.7% | -5.1% | -3.7% | -8.8% |
| YTD | -26.4% | +18.0% | -44.4% | -33.6% |
| 1Y | -24.8% | +36.5% | -61.4% | -36.4% |
| 3Y | +44.6% | +34.8% | +9.8% | +17.3% |
| All | +19.3% | +21.5% | -2.3% | -3.2% |
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