+1,463.3%
NVDL vs JBHT
+21.4%
+1,441.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.6% | +5.2% | +5.5% |
| 7D | -26.2% | +0.5% | -26.7% | -26.3% |
| 30D | -43.2% | -0.1% | -43.1% | -43.2% |
| 3M | -40.5% | -14.0% | -26.5% | -36.3% |
| 6M | -45.4% | -5.1% | -40.3% | -45.2% |
| YTD | -30.5% | +18.0% | -48.5% | -40.0% |
| 1Y | -37.1% | +36.5% | -73.6% | -50.8% |
| 3Y | +318.7% | +34.8% | +283.9% | +219.0% |
| All | +1,463.3% | +21.4% | +1,441.9% | +1,200.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling