-29.6%
JOBY vs JBHT
+58.3%
-87.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -3.3% |
| 7D | -3.4% | +4.9% | -8.3% | -5.8% |
| 30D | -13.6% | +0.6% | -14.2% | -14.1% |
| 3M | -39.5% | -3.2% | -36.3% | -39.2% |
| 6M | -31.9% | +17.0% | -48.8% | -38.6% |
| YTD | -48.9% | +41.7% | -90.6% | -58.7% |
| 1Y | -48.5% | +90.0% | -138.5% | -65.7% |
| 3Y | -8.0% | +47.0% | -55.0% | -29.2% |
| All | -29.6% | +58.3% | -87.8% | -46.9% |
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