+475.8%
NVDA vs JBHT
+21.8%
+454.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.9% | -6.3% | -5.9% |
| 7D | -18.3% | +0.9% | -19.2% | -18.6% |
| 30D | -26.3% | -1.1% | -25.2% | -26.1% |
| 3M | -22.3% | -14.8% | -7.5% | -17.5% |
| 6M | -21.3% | -7.4% | -13.9% | -20.4% |
| YTD | -9.2% | +17.3% | -26.5% | -19.7% |
| 1Y | -14.9% | +35.3% | -50.3% | -30.4% |
| 3Y | +250.5% | +33.9% | +216.5% | +170.1% |
| 5Y | +475.8% | +22.5% | +453.3% | +355.3% |
| All | +475.8% | +21.8% | +454.0% | +355.3% |
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 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