+113.1%
ADI vs JBHT
+15.0%
+98.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -3.6% | -7.6% | -9.7% |
| 7D | -16.7% | -1.4% | -15.3% | -16.1% |
| 30D | -14.2% | -3.1% | -11.1% | -13.1% |
| 3M | -4.1% | -19.5% | +15.4% | +4.0% |
| 6M | -10.3% | -9.6% | -0.7% | -8.4% |
| YTD | +34.3% | +13.3% | +21.0% | +23.6% |
| 1Y | +54.9% | +29.7% | +25.2% | +34.2% |
| 3Y | +125.3% | +28.3% | +97.0% | +88.2% |
| 5Y | +113.1% | +18.5% | +94.6% | +76.9% |
| All | +113.1% | +15.0% | +98.1% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling