+69.6%
ADI vs JBHT
+39.4%
+30.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.3% | -5.0% | -3.6% |
| 7D | +9.5% | +7.0% | +2.4% | +6.9% |
| 30D | -1.4% | +0.5% | -1.9% | -1.7% |
| 3M | +4.7% | -17.4% | +22.1% | +10.8% |
| 6M | -7.4% | -1.7% | -5.7% | -11.0% |
| YTD | +48.1% | +20.7% | +27.3% | +23.2% |
| 1Y | +69.6% | +41.1% | +28.6% | +27.1% |
| All | +69.6% | +39.4% | +30.2% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling