+4,277.4%
MU vs JBHT
+186.6%
+4,090.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.6% |
| 7D | -15.2% | +0.9% | -16.1% | -15.3% |
| 30D | -29.5% | -1.1% | -28.4% | -29.1% |
| 3M | -15.8% | -14.8% | -1.0% | -8.7% |
| 6M | -2.9% | -7.4% | +4.6% | -0.4% |
| YTD | +154.2% | +17.3% | +136.9% | +124.5% |
| 1Y | +186.6% | +35.3% | +151.3% | +133.0% |
| 3Y | +871.5% | +33.9% | +837.5% | +661.5% |
| 5Y | +911.7% | +22.5% | +889.2% | +716.7% |
| 10Y | +4,277.4% | +181.3% | +4,096.0% | +1,972.5% |
| All | +4,277.4% | +186.6% | +4,090.8% | +1,972.5% |
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