+32.6%
JBHT vs AEE
+13.9%
+18.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +0.7% |
| 7D | +1.7% | +4.7% | -3.0% | +1.0% |
| 30D | -1.2% | +13.4% | -14.6% | -3.0% |
| 3M | -17.1% | +4.1% | -21.2% | -17.7% |
| 6M | -4.4% | +2.0% | -6.4% | -4.3% |
| YTD | +17.5% | +15.6% | +1.9% | +19.1% |
| 1Y | +32.6% | +14.1% | +18.5% | +34.6% |
| All | +32.6% | +13.9% | +18.7% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling