+1,141.3%
ATI vs JBHT
+10,500.7%
-9,359.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | +1.4% |
| 7D | -0.1% | +4.9% | -4.9% | -2.7% |
| 30D | +2.7% | +0.6% | +2.1% | +1.9% |
| 3M | +16.3% | -3.2% | +19.5% | +17.1% |
| 6M | +30.2% | +17.0% | +13.2% | +17.4% |
| YTD | +83.6% | +41.7% | +41.9% | +48.2% |
| 1Y | +173.0% | +90.0% | +83.0% | +81.5% |
| 3Y | +356.6% | +47.0% | +309.7% | +240.1% |
| 5Y | +1,074.2% | +58.3% | +1,015.9% | +710.8% |
| 10Y | +1,136.2% | +273.9% | +862.3% | +434.6% |
| All | +1,141.3% | +10,500.7% | -9,359.4% | +94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling