+970.1%
ATI vs JBHT
+176.2%
+793.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +13.0% | +4.2% | +8.8% | +10.3% |
| 30D | +0.2% | -0.4% | +0.6% | +0.3% |
| 3M | -17.5% | -17.3% | -0.1% | -9.3% |
| 6M | +18.1% | -3.5% | +21.6% | +16.1% |
| YTD | +65.7% | +18.0% | +47.7% | +42.9% |
| 1Y | +91.9% | +35.5% | +56.4% | +51.4% |
| 3Y | +335.2% | +34.8% | +300.5% | +222.3% |
| 5Y | +1,004.3% | +19.7% | +984.6% | +743.7% |
| All | +970.1% | +176.2% | +793.9% | +240.5% |
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 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