-38.9%
JOBY vs BEN
+114.0%
-152.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.6% | -4.9% |
| 7D | -5.9% | +3.4% | -9.2% | -8.4% |
| 30D | -27.1% | +1.8% | -28.9% | -28.3% |
| 3M | -30.7% | +8.4% | -39.1% | -35.2% |
| 6M | -36.1% | +35.6% | -71.7% | -50.1% |
| YTD | -51.4% | +46.4% | -97.7% | -64.5% |
| 1Y | -52.2% | +46.3% | -98.5% | -65.1% |
| 3Y | -12.1% | +54.6% | -66.7% | -39.1% |
| 5Y | -31.1% | +39.4% | -70.5% | -48.9% |
| All | -38.9% | +114.0% | -152.9% | -57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling