+1,346.2%
MRNA vs JBHT
+133.4%
+1,212.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.1% | +2.7% | +5.0% |
| 7D | +21.8% | +0.4% | +21.4% | +21.8% |
| 30D | +19.6% | -2.0% | +21.5% | +20.2% |
| 3M | +354.6% | -16.3% | +370.9% | +372.2% |
| 6M | +394.9% | -8.2% | +403.2% | +397.7% |
| YTD | +812.2% | +16.3% | +795.9% | +758.5% |
| 1Y | +996.2% | +32.2% | +964.0% | +897.7% |
| 3Y | +287.0% | +34.4% | +252.6% | +245.7% |
| 5Y | +13.6% | +20.3% | -6.8% | +1.6% |
| All | +1,346.2% | +133.4% | +1,212.8% | +1,176.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling