-39.1%
JOBY vs BEN
+111.1%
-150.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.2% | -3.1% | -2.1% | -2.7% |
| 30D | -19.7% | +0.2% | -19.9% | -19.9% |
| 3M | -31.7% | +6.8% | -38.6% | -35.5% |
| 6M | -37.5% | +38.1% | -75.6% | -51.9% |
| YTD | -51.6% | +44.3% | -95.9% | -64.2% |
| 1Y | -53.3% | +42.6% | -95.9% | -65.2% |
| 3Y | -12.2% | +52.3% | -64.5% | -38.4% |
| 5Y | -31.3% | +37.6% | -68.9% | -48.5% |
| All | -39.1% | +111.1% | -150.2% | -56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling