-39.1%
JOBY vs BIL
+19.4%
-58.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.4% |
| 7D | -5.2% | +0.1% | -5.2% | -5.1% |
| 30D | -19.7% | +0.3% | -20.0% | -19.0% |
| 3M | -31.7% | +0.9% | -32.7% | -30.3% |
| 6M | -37.5% | +1.8% | -39.4% | -36.9% |
| YTD | -51.6% | +2.5% | -54.1% | -52.1% |
| 1Y | -53.3% | +3.7% | -57.0% | -55.0% |
| 3Y | -12.2% | +14.1% | -26.4% | -43.6% |
| 5Y | -31.3% | +19.5% | -50.8% | -75.2% |
| All | -39.1% | +19.4% | -58.5% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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