-99.4%
AMC vs JBHT
+58.3%
-157.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.8% | +1.5% | +2.9% |
| 7D | +2.3% | +4.9% | -2.6% | -0.2% |
| 30D | -0.7% | +0.6% | -1.3% | -1.2% |
| 3M | +35.2% | -3.2% | +38.4% | +36.1% |
| 6M | +124.6% | +17.0% | +107.6% | +103.6% |
| YTD | +69.9% | +41.7% | +28.2% | +38.9% |
| 1Y | -2.6% | +90.0% | -92.6% | -33.8% |
| 3Y | -79.8% | +47.0% | -126.7% | -84.4% |
| All | -99.4% | +58.3% | -157.7% | -99.6% |
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