+848.9%
ATI vs JBHT
+15.0%
+834.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.6% | -2.4% | -4.6% |
| 7D | -3.8% | -1.4% | -2.4% | -3.2% |
| 30D | -13.5% | -3.1% | -10.5% | -12.6% |
| 3M | -17.9% | -19.5% | +1.6% | -11.7% |
| 6M | +8.4% | -9.6% | +17.9% | +9.9% |
| YTD | +46.7% | +13.3% | +33.4% | +34.9% |
| 1Y | +74.5% | +29.7% | +44.8% | +51.5% |
| 3Y | +303.7% | +28.3% | +275.4% | +241.4% |
| 5Y | +848.9% | +18.5% | +830.5% | +668.6% |
| All | +848.9% | +15.0% | +834.0% | +668.6% |
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