-53.3%
JOBY vs BEN
+45.3%
-98.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.2% | -3.1% | -2.1% | -2.8% |
| 30D | -19.7% | +0.2% | -19.9% | -19.9% |
| 3M | -31.7% | +6.8% | -38.6% | -35.4% |
| 6M | -37.5% | +38.1% | -75.6% | -50.9% |
| YTD | -51.6% | +44.3% | -95.9% | -64.0% |
| 1Y | -53.3% | +42.6% | -95.9% | -66.5% |
| All | -53.3% | +45.3% | -98.6% | -66.5% |
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