+1,758.8%
MRVL vs JBHT
+272.5%
+1,486.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.8% | +4.2% | +5.6% |
| 7D | +3.2% | +4.9% | -1.7% | +0.6% |
| 30D | +5.9% | +0.6% | +5.4% | +5.8% |
| 3M | -29.3% | -3.2% | -26.1% | -28.4% |
| 6M | +186.5% | +17.0% | +169.5% | +161.1% |
| YTD | +163.4% | +41.7% | +121.8% | +115.8% |
| 1Y | +249.5% | +90.0% | +159.5% | +138.8% |
| 3Y | +289.4% | +47.0% | +242.4% | +198.6% |
| 5Y | +270.2% | +58.3% | +211.9% | +173.3% |
| All | +1,758.8% | +272.5% | +1,486.3% | +763.1% |
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