+653.2%
ADI vs JBHT
+183.5%
+469.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.7% |
| 7D | +0.7% | +0.5% | +0.2% | +0.7% |
| 30D | +0.7% | -0.1% | +0.8% | +0.8% |
| 3M | +6.5% | -14.0% | +20.5% | +13.0% |
| 6M | -2.7% | -5.1% | +2.4% | -2.4% |
| YTD | +52.2% | +18.0% | +34.2% | +36.9% |
| 1Y | +77.5% | +36.5% | +40.9% | +48.9% |
| 3Y | +148.8% | +34.8% | +114.0% | +101.7% |
| 5Y | +142.9% | +21.4% | +121.5% | +101.7% |
| 10Y | +653.2% | +178.0% | +475.2% | +296.4% |
| All | +653.2% | +183.5% | +469.8% | +296.4% |
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