+36,943.9%
ADI vs JBHT
+9,288.5%
+27,655.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -3.6% | -7.6% | -9.9% |
| 7D | -16.7% | -1.4% | -15.3% | -16.2% |
| 30D | -14.2% | -3.1% | -11.1% | -13.2% |
| 3M | -4.1% | -19.5% | +15.4% | +2.5% |
| 6M | -10.3% | -9.6% | -0.7% | -8.3% |
| YTD | +34.3% | +13.3% | +21.0% | +26.9% |
| 1Y | +54.9% | +29.7% | +25.2% | +39.8% |
| 3Y | +125.3% | +28.3% | +97.0% | +99.7% |
| 5Y | +113.1% | +18.5% | +94.6% | +91.6% |
| 10Y | +584.5% | +198.1% | +386.4% | +346.0% |
| All | +36,943.9% | +9,288.5% | +27,655.4% | +6,836.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling