+7,521.9%
JBHT vs AEE
+813.9%
+6,708.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.8% | +2.8% |
| 7D | +4.9% | +0.3% | +4.6% | +4.7% |
| 30D | +0.6% | -2.3% | +2.9% | +1.5% |
| 3M | -3.2% | +0.2% | -3.4% | -3.5% |
| 6M | +17.0% | -4.7% | +21.7% | +18.8% |
| YTD | +41.7% | +8.1% | +33.6% | +36.6% |
| 1Y | +90.0% | +8.5% | +81.4% | +82.5% |
| 3Y | +47.0% | +48.9% | -1.9% | +22.3% |
| 5Y | +58.3% | +39.9% | +18.4% | +33.8% |
| 10Y | +273.9% | +186.5% | +87.4% | +128.1% |
| All | +7,521.9% | +813.9% | +6,708.0% | +2,938.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling