+6,028.8%
MU vs JBHT
+272.5%
+5,756.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.8% | +3.3% | +4.5% |
| 7D | +9.0% | +4.9% | +4.1% | +6.1% |
| 30D | +13.8% | +0.6% | +13.2% | +13.8% |
| 3M | +2.1% | -3.2% | +5.3% | +3.8% |
| 6M | +153.8% | +17.0% | +136.9% | +129.8% |
| YTD | +256.4% | +41.7% | +214.7% | +186.8% |
| 1Y | +719.8% | +90.0% | +629.8% | +445.5% |
| 3Y | +1,360.4% | +47.0% | +1,313.4% | +998.9% |
| 5Y | +1,312.4% | +58.3% | +1,254.1% | +890.7% |
| All | +6,028.8% | +272.5% | +5,756.3% | +2,299.4% |
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 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