+148.3%
NVO vs JBHT
+276.8%
-128.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | +0.1% | +7.1% | -7.0% | -1.1% |
| 30D | -3.2% | +2.3% | -5.6% | -3.7% |
| 3M | +11.5% | -4.5% | +16.0% | +12.0% |
| 6M | +22.9% | +29.2% | -6.3% | +16.4% |
| YTD | -6.8% | +42.2% | -49.0% | -13.5% |
| 1Y | -12.6% | +93.7% | -106.4% | -24.1% |
| 3Y | -49.6% | +53.2% | -102.8% | -54.9% |
| 5Y | +0.6% | +62.4% | -61.8% | -12.8% |
| 10Y | +148.3% | +274.7% | -126.4% | +62.0% |
| All | +148.3% | +276.8% | -128.5% | +62.0% |
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 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