+190.3%
NVT vs JBHT
+47.5%
+142.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.2% | +1.6% |
| 7D | +5.1% | +4.9% | +0.2% | +3.3% |
| 30D | -3.7% | +0.6% | -4.3% | -3.9% |
| 3M | -10.1% | -3.2% | -6.9% | -9.5% |
| 6M | +37.5% | +17.0% | +20.5% | +28.3% |
| YTD | +53.7% | +41.7% | +12.1% | +33.2% |
| 1Y | +70.9% | +90.0% | -19.1% | +31.2% |
| All | +190.3% | +47.5% | +142.8% | +138.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling