+1,348.1%
MUU vs JBHT
+40.4%
+1,307.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +43.7% | +4.2% | +39.5% | +38.7% |
| 30D | -37.2% | -0.4% | -36.8% | -36.5% |
| 3M | -36.1% | -17.3% | -18.8% | -24.0% |
| 6M | -35.7% | -3.5% | -32.2% | -34.8% |
| YTD | +264.0% | +18.0% | +246.0% | +190.3% |
| 1Y | +359.1% | +35.5% | +323.6% | +218.8% |
| All | +1,348.1% | +40.4% | +1,307.7% | +846.4% |
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