-56.4%
MSTR vs JBHT
+89.9%
-146.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -2.0% |
| 7D | +12.2% | +4.9% | +7.3% | +11.2% |
| 30D | +45.2% | +0.6% | +44.6% | +44.9% |
| 3M | +10.4% | -3.2% | +13.6% | +10.6% |
| 6M | -2.5% | +17.0% | -19.4% | -6.8% |
| YTD | -6.0% | +41.7% | -47.7% | -10.7% |
| 1Y | -56.4% | +90.0% | -146.4% | -57.1% |
| All | -56.4% | +89.9% | -146.3% | -57.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling