+252.7%
MRNA vs JBHT
+27.4%
+225.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +5.9% | +5.5% |
| 7D | +14.6% | -1.6% | +16.2% | +15.4% |
| 30D | +29.4% | -2.3% | +31.7% | +30.5% |
| 3M | +371.9% | -18.5% | +390.4% | +401.4% |
| 6M | +421.0% | -11.3% | +432.3% | +426.0% |
| YTD | +762.0% | +12.6% | +749.4% | +676.9% |
| 1Y | +944.8% | +29.8% | +915.0% | +785.4% |
| 3Y | +252.7% | +28.1% | +224.6% | +179.4% |
| All | +252.7% | +27.4% | +225.3% | +179.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling