+2,981.5%
MUU vs JBL
+52.3%
+2,929.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.5% | +10.1% | +8.6% |
| 7D | +17.4% | +3.0% | +14.3% | +11.1% |
| 30D | +24.0% | -8.3% | +32.2% | +45.5% |
| 3M | -23.9% | -16.9% | -7.0% | +22.0% |
| 6M | +284.4% | +21.8% | +262.7% | +254.8% |
| YTD | +583.7% | +36.3% | +547.4% | +422.1% |
| 1Y | +2,981.5% | +49.5% | +2,932.0% | +1,995.2% |
| All | +2,981.5% | +52.3% | +2,929.1% | +1,995.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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