+16.5%
NU vs JBHT
+15.9%
+0.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.1% | +2.7% |
| 7D | +3.6% | -1.6% | +5.2% | +4.3% |
| 30D | -22.8% | -2.3% | -20.5% | -22.2% |
| 3M | -14.8% | -18.5% | +3.7% | -8.7% |
| 6M | -16.9% | -11.3% | -5.7% | -14.8% |
| YTD | -28.1% | +12.6% | -40.7% | -34.0% |
| 1Y | -24.5% | +29.8% | -54.3% | -34.9% |
| 3Y | +44.8% | +28.1% | +16.7% | +19.9% |
| All | +16.5% | +15.9% | +0.6% | -3.7% |
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 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