-12.4%
NVD vs JBHT
+36.3%
-48.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +9.0% | +9.0% |
| 7D | +17.0% | +4.2% | +12.8% | +17.8% |
| 30D | +77.3% | -0.4% | +77.7% | +77.1% |
| 3M | +61.6% | -17.3% | +78.9% | +57.1% |
| 6M | +40.7% | -3.5% | +44.2% | +38.7% |
| YTD | -10.5% | +18.0% | -28.5% | -12.0% |
| All | -12.4% | +36.3% | -48.7% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling