+579.4%
ADI vs JBHT
+192.4%
+387.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.0% |
| 7D | -12.8% | -1.6% | -11.2% | -12.1% |
| 30D | -11.3% | -2.3% | -9.1% | -10.4% |
| 3M | -3.4% | -18.5% | +15.1% | +5.0% |
| 6M | -12.0% | -11.3% | -0.8% | -9.0% |
| YTD | +35.3% | +12.6% | +22.7% | +24.3% |
| 1Y | +58.1% | +29.8% | +28.3% | +35.7% |
| 3Y | +127.4% | +28.1% | +99.3% | +88.6% |
| 5Y | +114.6% | +17.7% | +96.9% | +80.5% |
| All | +579.4% | +192.4% | +387.0% | +302.1% |
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 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