+227.7%
NXT vs JBHT
+17.7%
+210.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.9% | -5.7% | -5.1% |
| 7D | +4.0% | +0.9% | +3.0% | +3.7% |
| 30D | +15.9% | -1.1% | +17.0% | +16.3% |
| 3M | -3.0% | -14.8% | +11.8% | +1.1% |
| 6M | -20.7% | -7.4% | -13.3% | -19.5% |
| YTD | +14.6% | +17.3% | -2.7% | +9.4% |
| 1Y | -7.1% | +35.3% | -42.4% | -14.3% |
| 3Y | +189.4% | +33.9% | +155.5% | +165.7% |
| All | +227.7% | +17.7% | +210.0% | +197.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling