+436.0%
NUE vs JBHT
+186.6%
+249.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.5% |
| 7D | -6.2% | +0.9% | -7.2% | -6.6% |
| 30D | +2.5% | -1.1% | +3.6% | +2.9% |
| 3M | -6.4% | -14.8% | +8.4% | -0.2% |
| 6M | +13.3% | -7.4% | +20.7% | +14.6% |
| YTD | +58.5% | +17.3% | +41.2% | +41.0% |
| 1Y | +81.9% | +35.3% | +46.6% | +50.1% |
| 3Y | +75.3% | +33.9% | +41.3% | +38.8% |
| 5Y | +149.9% | +22.5% | +127.4% | +101.0% |
| 10Y | +436.0% | +181.3% | +254.6% | +166.3% |
| All | +436.0% | +186.6% | +249.4% | +166.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling