-65.8%
JOBY vs BEN
+56.2%
-122.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.7% | -0.5% | +0.2% |
| 7D | -0.6% | +6.7% | -7.3% | -5.9% |
| 30D | -12.6% | +3.0% | -15.6% | -14.8% |
| 3M | -36.6% | -4.3% | -32.3% | -34.5% |
| 6M | -43.0% | +16.4% | -59.4% | -49.4% |
| YTD | -61.7% | +46.8% | -108.5% | -72.5% |
| 1Y | -65.8% | +57.3% | -123.1% | -76.8% |
| All | -65.8% | +56.2% | -122.0% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling