+119.5%
NVT vs JBHT
+27.4%
+92.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.7% | +8.6% | +8.2% |
| 7D | -15.7% | -1.6% | -14.1% | -15.2% |
| 30D | -36.6% | -2.3% | -34.3% | -36.2% |
| 3M | -34.8% | -18.5% | -16.4% | -30.8% |
| 6M | -38.2% | -11.3% | -27.0% | -36.8% |
| YTD | +4.8% | +12.6% | -7.7% | -2.3% |
| 1Y | -2.8% | +29.8% | -32.6% | -14.0% |
| 3Y | +119.5% | +28.1% | +91.4% | +86.3% |
| All | +119.5% | +27.4% | +92.1% | +86.3% |
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 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