-3.3%
JOBY vs ADVB
-89.4%
+86.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -5.3% | -0.8% | -6.2% |
| 7D | -5.9% | -13.0% | +7.1% | -6.0% |
| 30D | -27.1% | +7.5% | -34.6% | -27.0% |
| 3M | -30.7% | +129.1% | -159.9% | -30.4% |
| 6M | -36.1% | +71.7% | -107.8% | -36.4% |
| YTD | -51.4% | +45.5% | -96.9% | -51.3% |
| 1Y | -52.2% | -2.7% | -49.4% | -52.7% |
| All | -3.3% | -89.4% | +86.1% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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