+156.3%
HON vs JBHT
+192.4%
-36.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.6% | +2.2% |
| 7D | +0.8% | -1.6% | +2.4% | +1.4% |
| 30D | +5.7% | -2.3% | +8.0% | +6.5% |
| 3M | -8.3% | -18.5% | +10.1% | -2.5% |
| 6M | -2.4% | -11.3% | +8.8% | -0.1% |
| YTD | +9.0% | +12.6% | -3.6% | +1.5% |
| 1Y | +9.2% | +29.8% | -20.6% | -3.7% |
| 3Y | +26.3% | +28.1% | -1.8% | +7.3% |
| 5Y | +9.1% | +17.7% | -8.5% | -6.9% |
| All | +156.3% | +192.4% | -36.0% | +42.5% |
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