+164.1%
HON vs JBHT
+191.4%
-27.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.1% | +1.0% | +3.0% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +10.2% | -2.2% | +12.4% | +11.0% |
| 3M | -6.7% | -16.5% | +9.7% | -1.6% |
| 6M | +3.3% | -8.4% | +11.8% | +4.6% |
| YTD | +13.4% | +16.1% | -2.6% | +4.6% |
| 1Y | +14.7% | +31.9% | -17.2% | +0.6% |
| 3Y | +33.4% | +34.1% | -0.7% | +11.4% |
| 5Y | +12.7% | +20.1% | -7.4% | -4.4% |
| 10Y | +164.1% | +184.7% | -20.5% | +42.6% |
| All | +164.1% | +191.4% | -27.3% | +42.6% |
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