-98.8%
NVD vs JBHT
+27.4%
-126.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.7% | -4.8% | -5.8% |
| 7D | +16.8% | -1.6% | +18.4% | +16.2% |
| 30D | +54.3% | -2.3% | +56.6% | +53.0% |
| 3M | +24.3% | -18.5% | +42.7% | +14.2% |
| 6M | +0.6% | -11.3% | +11.9% | -2.7% |
| YTD | -27.7% | +12.6% | -40.3% | -19.5% |
| 1Y | -29.4% | +29.8% | -59.2% | -14.6% |
| 3Y | -98.8% | +28.1% | -126.9% | -98.7% |
| All | -98.8% | +27.4% | -126.2% | -98.7% |
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 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