+2,620.0%
MUU vs JBHT
+68.5%
+2,551.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.8% | +8.8% | +8.8% |
| 7D | +17.4% | +4.9% | +12.5% | +12.2% |
| 30D | +24.0% | +0.6% | +23.4% | +25.2% |
| 3M | -23.9% | -3.2% | -20.7% | -20.7% |
| 6M | +284.4% | +17.0% | +267.5% | +228.6% |
| YTD | +583.7% | +41.7% | +542.1% | +368.3% |
| 1Y | +2,981.5% | +90.0% | +2,891.5% | +1,402.0% |
| All | +2,620.0% | +68.5% | +2,551.5% | +1,426.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling