+1,266.6%
MRNA vs JBHT
+125.9%
+1,140.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +5.9% | +5.4% |
| 7D | +14.6% | -1.6% | +16.2% | +15.2% |
| 30D | +29.4% | -2.3% | +31.7% | +30.2% |
| 3M | +371.9% | -18.5% | +390.4% | +393.4% |
| 6M | +421.0% | -11.3% | +432.3% | +428.4% |
| YTD | +762.0% | +12.6% | +749.4% | +717.7% |
| 1Y | +944.8% | +29.8% | +915.0% | +855.0% |
| 3Y | +252.7% | +28.1% | +224.6% | +218.4% |
| 5Y | +7.3% | +17.7% | -10.4% | -3.3% |
| All | +1,266.6% | +125.9% | +1,140.7% | +1,115.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling