+2,307.4%
JCI vs MAS
+1,360.6%
+946.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.2% |
| 7D | +4.1% | -2.2% | +6.3% | +4.8% |
| 30D | -3.8% | -6.7% | +2.9% | -1.6% |
| 3M | -1.6% | -3.7% | +2.0% | -1.1% |
| 6M | +9.5% | +9.0% | +0.5% | +5.1% |
| YTD | +21.7% | +10.8% | +10.9% | +15.6% |
| 1Y | +37.1% | -3.8% | +40.9% | +36.3% |
| 3Y | +165.2% | +30.0% | +135.1% | +134.7% |
| 5Y | +110.3% | +28.2% | +82.1% | +85.6% |
| 10Y | +341.0% | +143.3% | +197.7% | +211.5% |
| All | +2,307.4% | +1,360.6% | +946.8% | +759.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded MAS 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling