-60.3%
AVTR vs JBHT
+15.0%
-75.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.6% | +0.3% | -1.8% |
| 7D | -9.2% | -1.4% | -7.9% | -8.7% |
| 30D | -1.9% | -3.1% | +1.2% | -0.8% |
| 3M | +13.3% | -19.5% | +32.9% | +22.5% |
| 6M | +88.1% | -9.6% | +97.7% | +91.9% |
| YTD | +32.1% | +13.3% | +18.8% | +20.8% |
| 1Y | +30.7% | +29.7% | +1.1% | +12.5% |
| 3Y | -17.6% | +28.3% | -45.9% | -31.6% |
| 5Y | -60.3% | +18.5% | -78.8% | -67.5% |
| All | -60.3% | +15.0% | -75.3% | -67.5% |
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 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