+908.0%
MUU vs JBHT
+34.8%
+873.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -3.6% | -30.8% | -31.1% |
| 7D | -53.2% | -1.4% | -51.8% | -52.0% |
| 30D | -64.1% | -3.1% | -61.0% | -63.0% |
| 3M | -54.1% | -19.5% | -34.5% | -44.0% |
| 6M | -37.7% | -9.6% | -28.1% | -32.7% |
| YTD | +153.4% | +13.3% | +140.1% | +109.3% |
| 1Y | +237.5% | +29.7% | +207.8% | +143.1% |
| All | +908.0% | +34.8% | +873.2% | +582.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling