+1,000.7%
MUU vs JBHT
+33.9%
+966.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.7% | +9.8% | +9.8% |
| 7D | -42.8% | -1.6% | -41.2% | -41.2% |
| 30D | -63.6% | -2.3% | -61.3% | -62.7% |
| 3M | -48.5% | -18.5% | -30.1% | -38.2% |
| 6M | -36.9% | -11.3% | -25.7% | -30.7% |
| YTD | +176.7% | +12.6% | +164.1% | +129.8% |
| 1Y | +266.3% | +29.8% | +236.5% | +163.3% |
| All | +1,000.7% | +33.9% | +966.7% | +649.1% |
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