+2,396.1%
MUU vs JHX
-20.7%
+2,416.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.8% |
| 7D | -8.2% | -6.3% | -1.9% | -3.9% |
| 30D | +10.2% | -7.7% | +17.9% | +17.0% |
| 3M | -26.5% | +19.2% | -45.7% | -35.6% |
| 6M | +227.2% | +38.3% | +189.0% | +163.6% |
| YTD | +527.4% | +37.2% | +490.2% | +415.0% |
| 1Y | +1,843.7% | +42.3% | +1,801.4% | +1,425.4% |
| All | +2,396.1% | -20.7% | +2,416.8% | +2,558.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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