-60.3%
AVTR vs JBHT
+17.1%
-77.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.8% | +2.4% |
| 7D | -3.6% | -1.6% | -2.0% | -3.0% |
| 30D | +0.8% | -2.3% | +3.1% | +1.6% |
| 3M | +17.4% | -18.5% | +35.8% | +26.1% |
| 6M | +83.5% | -11.3% | +94.8% | +88.7% |
| YTD | +35.0% | +12.6% | +22.4% | +23.8% |
| 1Y | +36.7% | +29.8% | +6.9% | +17.6% |
| 3Y | -15.3% | +28.1% | -43.4% | -29.6% |
| All | -60.3% | +17.1% | -77.4% | -67.3% |
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