+109.1%
ADI vs JBHT
+47.5%
+61.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +0.5% |
| 7D | +0.4% | +4.9% | -4.4% | -1.5% |
| 30D | -3.8% | +0.6% | -4.4% | -4.2% |
| 3M | -15.3% | -3.2% | -12.1% | -14.6% |
| 6M | +6.7% | +17.0% | -10.3% | -1.2% |
| YTD | +34.8% | +41.7% | -6.9% | +15.2% |
| 1Y | +49.0% | +90.0% | -41.0% | +12.0% |
| All | +109.1% | +47.5% | +61.6% | +62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling