+13.4%
AJG vs JBHT
+51.9%
-38.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.0% |
| 7D | -3.8% | +7.1% | -10.9% | -4.1% |
| 30D | +1.6% | +2.3% | -0.7% | +1.4% |
| 3M | +18.6% | -4.5% | +23.1% | +18.8% |
| 6M | +10.9% | +29.2% | -18.3% | +9.3% |
| YTD | -2.0% | +42.2% | -44.1% | -3.7% |
| 1Y | -14.9% | +93.7% | -108.7% | -17.4% |
| 3Y | +13.4% | +53.2% | -39.8% | +10.3% |
| All | +13.4% | +51.9% | -38.4% | +10.3% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling