+5.4%
HON vs JBHT
+58.3%
-52.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.9% | +0.2% |
| 7D | -3.6% | +4.9% | -8.5% | -4.8% |
| 30D | -15.3% | +0.6% | -15.8% | -15.5% |
| 3M | -7.9% | -3.2% | -4.7% | -7.5% |
| 6M | -18.1% | +17.0% | -35.0% | -22.1% |
| YTD | +3.8% | +41.7% | -37.8% | -6.5% |
| 1Y | +0.5% | +90.0% | -89.5% | -17.4% |
| 3Y | +19.8% | +47.0% | -27.2% | +3.5% |
| All | +5.4% | +58.3% | -52.8% | -13.8% |
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