+504.3%
MUU vs JBHT
+34.8%
+469.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.1% | -15.1% | -14.6% |
| 7D | -35.9% | +1.7% | -37.6% | -36.6% |
| 30D | -47.1% | -1.2% | -46.0% | -47.1% |
| 3M | -29.8% | -17.1% | -12.7% | -21.0% |
| 6M | +16.0% | -4.4% | +20.4% | +22.6% |
| YTD | +286.1% | +17.5% | +268.6% | +222.6% |
| 1Y | +504.3% | +32.6% | +471.7% | +405.9% |
| All | +504.3% | +34.8% | +469.5% | +405.9% |
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