+86.5%
ATI vs JBHT
+34.8%
+51.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.0% |
| 7D | +8.3% | +1.7% | +6.6% | +7.9% |
| 30D | -7.3% | -1.2% | -6.1% | -7.0% |
| 3M | -10.5% | -17.1% | +6.6% | -6.6% |
| 6M | +16.4% | -4.4% | +20.8% | +11.8% |
| YTD | +56.1% | +17.5% | +38.6% | +34.9% |
| 1Y | +86.5% | +32.6% | +53.9% | +58.1% |
| All | +86.5% | +34.8% | +51.7% | +58.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling