+2,423.9%
MUU vs JBL
+147.1%
+2,276.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.8% | -6.6% | -3.8% |
| 7D | +3.6% | -1.0% | +4.6% | +6.2% |
| 30D | +22.3% | -15.1% | +37.4% | +70.1% |
| 3M | -8.2% | -14.0% | +5.8% | +38.0% |
| 6M | +256.3% | +20.6% | +235.7% | +205.6% |
| YTD | +534.4% | +32.9% | +501.5% | +352.1% |
| 1Y | +2,163.5% | +40.5% | +2,123.0% | +1,376.1% |
| All | +2,423.9% | +147.1% | +2,276.8% | +496.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling