+1,124.2%
ATI vs JBHT
+192.4%
+931.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +4.8% |
| 7D | +6.2% | -1.6% | +7.8% | +7.3% |
| 30D | -7.1% | -2.3% | -4.8% | -6.0% |
| 3M | -21.3% | -18.5% | -2.9% | -12.9% |
| 6M | +6.5% | -11.3% | +17.8% | +10.0% |
| YTD | +53.2% | +12.6% | +40.6% | +35.7% |
| 1Y | +82.7% | +29.8% | +53.0% | +47.6% |
| 3Y | +314.3% | +28.1% | +286.2% | +215.6% |
| 5Y | +890.9% | +17.7% | +873.2% | +656.3% |
| All | +1,124.2% | +192.4% | +931.8% | +208.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling