+184.7%
JBHT vs AEIS
+358.4%
-173.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +11.3% | -8.2% | +0.4% |
| 7D | +0.2% | +1.0% | -0.7% | -0.7% |
| 30D | -2.2% | -24.0% | +21.9% | +3.4% |
| 3M | -16.5% | -32.5% | +16.0% | -9.6% |
| 6M | -8.4% | -38.6% | +30.1% | -0.6% |
| YTD | +16.1% | +4.8% | +11.2% | +7.5% |
| 1Y | +31.9% | +1.3% | +30.6% | +23.1% |
| 3Y | +34.1% | +159.2% | -125.1% | -6.9% |
| 5Y | +20.1% | +140.8% | -120.7% | -16.9% |
| 10Y | +184.7% | +349.8% | -165.1% | +54.6% |
| All | +184.7% | +358.4% | -173.8% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling