-45.9%
JOBY vs JBHT
+22.5%
-68.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.3% | -7.1% | -6.0% |
| 7D | -14.3% | +7.0% | -21.4% | -17.3% |
| 30D | +10.2% | +0.5% | +9.7% | +9.7% |
| 3M | -38.5% | -17.4% | -21.1% | -32.9% |
| 6M | -54.1% | -1.7% | -52.4% | -55.3% |
| YTD | -61.5% | +20.7% | -82.2% | -66.9% |
| 1Y | -65.7% | +41.1% | -106.7% | -73.0% |
| 3Y | -7.0% | +38.0% | -45.0% | -28.5% |
| All | -45.9% | +22.5% | -68.4% | -58.9% |
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