+37.5%
NVTS vs JBHT
+47.5%
-10.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.5% | +4.5% |
| 7D | +2.7% | +4.9% | -2.2% | -0.4% |
| 30D | -4.5% | +0.6% | -5.0% | -4.5% |
| 3M | -61.5% | -3.2% | -58.3% | -61.0% |
| 6M | +28.0% | +17.0% | +11.0% | +14.8% |
| YTD | +65.3% | +41.7% | +23.6% | +31.0% |
| 1Y | +113.0% | +90.0% | +23.0% | +36.3% |
| All | +37.5% | +47.5% | -10.0% | +1.1% |
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