+9.3%
HON vs JBHT
+17.1%
-7.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.6% | +2.1% |
| 7D | +0.8% | -1.6% | +2.4% | +1.2% |
| 30D | +5.7% | -2.3% | +8.0% | +6.3% |
| 3M | -8.3% | -18.5% | +10.1% | -4.2% |
| 6M | -2.4% | -11.3% | +8.8% | -0.9% |
| YTD | +9.0% | +12.6% | -3.6% | +3.2% |
| 1Y | +9.2% | +29.8% | -20.6% | -0.8% |
| 3Y | +26.3% | +28.1% | -1.8% | +11.4% |
| All | +9.3% | +17.1% | -7.8% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling