+1,106.1%
MUU vs JBHT
+39.6%
+1,066.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.4% | -3.4% |
| 7D | -32.5% | +0.9% | -33.4% | -32.0% |
| 30D | -55.2% | -1.1% | -54.1% | -54.4% |
| 3M | -40.7% | -14.8% | -25.9% | -31.5% |
| 6M | -43.9% | -7.4% | -36.5% | -40.9% |
| YTD | +203.2% | +17.3% | +185.8% | +142.9% |
| 1Y | +257.0% | +35.3% | +221.7% | +148.0% |
| All | +1,106.1% | +39.6% | +1,066.5% | +691.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling