+2,538.2%
MUU vs JBL
+154.9%
+2,383.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -4.1% |
| 7D | +13.9% | +4.4% | +9.5% | +4.7% |
| 30D | +24.8% | -8.4% | +33.2% | +47.6% |
| 3M | -15.7% | -14.2% | -1.6% | +26.6% |
| 6M | +338.9% | +29.6% | +309.3% | +228.1% |
| YTD | +563.2% | +37.1% | +526.1% | +343.1% |
| 1Y | +2,577.5% | +49.5% | +2,528.0% | +1,438.4% |
| All | +2,538.2% | +154.9% | +2,383.4% | +484.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling