+1,100.9%
MRNA vs JBHT
+142.3%
+958.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.3% | -5.7% | -4.0% |
| 7D | -12.1% | +7.0% | -19.2% | -13.6% |
| 30D | -1.3% | +0.5% | -1.8% | -1.4% |
| 3M | +250.9% | -17.4% | +268.3% | +265.9% |
| 6M | +343.0% | -1.7% | +344.7% | +337.3% |
| YTD | +657.4% | +20.7% | +636.7% | +605.9% |
| 1Y | +794.9% | +41.1% | +753.8% | +700.7% |
| 3Y | +218.1% | +38.0% | +180.2% | +181.9% |
| 5Y | -3.4% | +22.5% | -25.8% | -14.5% |
| All | +1,100.9% | +142.3% | +958.6% | +949.5% |
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