-43.5%
JOBY vs JBHT
+78.2%
-121.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.7% | +12.5% | +12.2% |
| 7D | +21.0% | -1.6% | +22.6% | +21.8% |
| 30D | +3.1% | -2.3% | +5.4% | +4.0% |
| 3M | -27.9% | -18.5% | -9.5% | -21.4% |
| 6M | -43.6% | -11.3% | -32.4% | -42.0% |
| YTD | -55.1% | +12.6% | -67.6% | -59.5% |
| 1Y | -58.6% | +29.8% | -88.3% | -65.5% |
| 3Y | -0.5% | +28.1% | -28.6% | -18.9% |
| 5Y | -40.5% | +17.7% | -58.1% | -51.0% |
| All | -43.5% | +78.2% | -121.7% | -59.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling