+513.1%
NVDA vs JBHT
+15.0%
+498.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.6% | -5.7% | -7.7% |
| 7D | -15.0% | -1.4% | -13.6% | -14.4% |
| 30D | -24.1% | -3.1% | -21.0% | -23.1% |
| 3M | -17.1% | -19.5% | +2.5% | -9.6% |
| 6M | -7.4% | -9.6% | +2.2% | -5.3% |
| YTD | -2.4% | +13.3% | -15.7% | -12.3% |
| 1Y | -6.7% | +29.7% | -36.4% | -22.2% |
| 3Y | +304.7% | +28.3% | +276.4% | +218.9% |
| 5Y | +513.1% | +18.5% | +494.6% | +390.6% |
| All | +513.1% | +15.0% | +498.1% | +390.6% |
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