+226.9%
NXT vs JBHT
+13.7%
+213.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.6% | -3.1% | -5.6% |
| 7D | +24.7% | -1.4% | +26.1% | +25.4% |
| 30D | +13.0% | -3.1% | +16.1% | +14.1% |
| 3M | -0.2% | -19.5% | +19.3% | +5.7% |
| 6M | -19.3% | -9.6% | -9.7% | -17.4% |
| YTD | +14.3% | +13.3% | +1.0% | +10.3% |
| 1Y | -11.0% | +29.7% | -40.6% | -16.8% |
| 3Y | +167.8% | +28.3% | +139.5% | +149.1% |
| All | +226.9% | +13.7% | +213.3% | +200.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling