+314.3%
ATI vs JBHT
+27.4%
+286.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +4.6% |
| 7D | +6.2% | -1.6% | +7.8% | +6.8% |
| 30D | -7.1% | -2.3% | -4.8% | -6.5% |
| 3M | -21.3% | -18.5% | -2.9% | -16.5% |
| 6M | +6.5% | -11.3% | +17.8% | +8.3% |
| YTD | +53.2% | +12.6% | +40.6% | +41.8% |
| 1Y | +82.7% | +29.8% | +53.0% | +60.4% |
| 3Y | +314.3% | +28.1% | +286.2% | +256.8% |
| All | +314.3% | +27.4% | +286.9% | +256.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling