+9,000.7%
JBHT vs AEIS
+2,566.8%
+6,433.9%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.4% | +2.4% |
| 7D | +4.9% | +3.0% | +1.9% | +4.4% |
| 30D | +0.6% | -14.6% | +15.2% | +3.2% |
| 3M | -3.2% | -12.4% | +9.2% | -2.3% |
| 6M | +17.0% | -15.0% | +31.9% | +17.9% |
| YTD | +41.7% | +34.3% | +7.4% | +31.7% |
| 1Y | +90.0% | +87.4% | +2.6% | +65.8% |
| 3Y | +47.0% | +139.8% | -92.8% | +21.2% |
| 5Y | +58.3% | +220.7% | -162.4% | +23.2% |
| 10Y | +273.9% | +531.6% | -257.7% | +146.6% |
| All | +9,000.7% | +2,566.8% | +6,433.9% | +4,085.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling