+266.3%
MUU vs JBHT
+29.5%
+236.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.7% | +9.8% | +9.6% |
| 7D | -42.8% | -1.6% | -41.2% | -41.4% |
| 30D | -63.6% | -2.3% | -61.3% | -62.9% |
| 3M | -48.5% | -18.5% | -30.1% | -40.4% |
| 6M | -36.9% | -11.3% | -25.7% | -29.7% |
| YTD | +176.7% | +12.6% | +164.1% | +129.2% |
| 1Y | +266.3% | +29.8% | +236.5% | +182.6% |
| All | +266.3% | +29.5% | +236.7% | +182.6% |
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