+508.6%
NVDA vs JBHT
+17.1%
+491.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.4% | +3.1% |
| 7D | -8.8% | -1.6% | -7.2% | -8.1% |
| 30D | -21.4% | -2.3% | -19.1% | -20.7% |
| 3M | -14.7% | -18.5% | +3.8% | -7.5% |
| 6M | -10.0% | -11.3% | +1.3% | -7.2% |
| YTD | +0.3% | +12.6% | -12.3% | -9.6% |
| 1Y | -0.5% | +29.8% | -30.3% | -17.1% |
| 3Y | +309.2% | +28.1% | +281.1% | +222.1% |
| All | +508.6% | +17.1% | +491.5% | +389.0% |
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