+2.5%
NVT vs JBHT
+31.8%
-29.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +3.1% | +4.6% | +6.9% |
| 7D | -7.5% | +0.2% | -7.7% | -7.4% |
| 30D | -31.5% | -2.2% | -29.4% | -31.2% |
| 3M | -30.4% | -16.5% | -13.9% | -27.6% |
| 6M | -32.5% | -8.4% | -24.0% | -32.5% |
| YTD | +12.9% | +16.1% | -3.1% | +0.3% |
| All | +2.5% | +31.8% | -29.3% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling