+238.3%
MAS vs JBHT
+207.9%
+30.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.1% | +4.6% | +5.1% |
| 7D | +14.2% | +1.7% | +12.5% | +13.3% |
| 30D | +26.8% | -1.2% | +28.0% | +27.3% |
| 3M | +13.1% | -17.1% | +30.3% | +22.2% |
| 6M | +27.9% | -4.4% | +32.3% | +28.1% |
| YTD | +38.7% | +17.5% | +21.2% | +25.1% |
| 1Y | +40.4% | +32.6% | +7.8% | +19.3% |
| 3Y | +66.1% | +33.0% | +33.1% | +35.9% |
| 5Y | +47.4% | +20.3% | +27.1% | +23.6% |
| 10Y | +238.3% | +209.1% | +29.3% | +79.6% |
| All | +238.3% | +207.9% | +30.5% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 10y: compounded portfolio wealth divided by compounded JBHT 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…
10y analysis · Full analysis span regression · 6 months rolling