+177.4%
NXT vs JBHT
+42.1%
+135.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | +0.4% |
| 7D | -1.1% | +4.9% | -6.0% | -2.5% |
| 30D | -15.3% | +0.6% | -15.9% | -15.5% |
| 3M | -43.8% | -3.2% | -40.6% | -43.4% |
| 6M | -18.7% | +17.0% | -35.6% | -22.5% |
| YTD | -3.0% | +41.7% | -44.7% | -11.8% |
| 1Y | +22.7% | +90.0% | -67.3% | +3.0% |
| 3Y | +95.9% | +47.0% | +48.9% | +77.0% |
| All | +177.4% | +42.1% | +135.3% | +139.8% |
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