+1,272.2%
MUU vs JBHT
+43.6%
+1,228.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.3% | -7.5% | -7.3% |
| 7D | +24.7% | +7.0% | +17.6% | +17.3% |
| 30D | -35.1% | +0.5% | -35.6% | -34.9% |
| 3M | -44.3% | -17.4% | -26.9% | -33.8% |
| 6M | -44.4% | -1.7% | -42.7% | -44.6% |
| YTD | +244.9% | +20.7% | +224.2% | +169.0% |
| 1Y | +365.6% | +41.1% | +324.5% | +210.0% |
| All | +1,272.2% | +43.6% | +1,228.6% | +776.9% |
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 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