+177.9%
MRVL vs JBHT
+27.4%
+150.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.4% | +6.0% |
| 7D | -28.1% | -1.6% | -26.5% | -27.6% |
| 30D | -50.4% | -2.3% | -48.1% | -50.0% |
| 3M | -32.9% | -18.5% | -14.5% | -28.2% |
| 6M | -17.9% | -11.3% | -6.7% | -15.7% |
| YTD | +66.4% | +12.6% | +53.9% | +53.4% |
| 1Y | +51.5% | +29.8% | +21.8% | +31.3% |
| 3Y | +177.9% | +28.1% | +149.8% | +131.1% |
| All | +177.9% | +27.4% | +150.5% | +131.1% |
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 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