+227.1%
NVT vs JBHT
+22.5%
+204.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -1.6% |
| 7D | +8.0% | +7.0% | +0.9% | +5.2% |
| 30D | -24.8% | +0.5% | -25.3% | -25.0% |
| 3M | -32.4% | -17.4% | -15.1% | -27.8% |
| 6M | -33.5% | -1.7% | -31.8% | -34.3% |
| YTD | +13.2% | +20.7% | -7.5% | +2.0% |
| 1Y | +9.0% | +41.1% | -32.1% | -8.1% |
| 3Y | +129.4% | +38.0% | +91.4% | +88.5% |
| All | +227.1% | +22.5% | +204.5% | +169.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling